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Arbor Investment Advisors, LLC

● SEC registered since 2001CRD 111077SEC# 801-58281Winston Salem, NC
Export (members)
Reg. AUM
$1.09B
Employees
8
Accounts
1,356
Location
Winston Salem, NC

Arbor Investment Advisors, LLC assets under management

Arbor Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Winston Salem, NC. The firm has been registered since 2001. It reports $1.1 billion in regulatory assets under management and employs 8 people.
arborinvest.comView on SEC.gov ↗

Arbor Investment Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
April Y Beason ControlChief Compliance Officer5-10%2015
Erika Leigh Mielke ControlSecurity Holder10-25%2018
Jennifer L Jamison-CraverSecurity HolderUnder 5%2024
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Frequently asked questions

How much does Arbor Investment Advisors, LLC manage?

Arbor Investment Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Arbor Investment Advisors, LLC have?

Arbor Investment Advisors, LLC reports 8 employees.

Where is Arbor Investment Advisors, LLC located?

Arbor Investment Advisors, LLC is based in Winston Salem, NC and has been SEC-registered since 2001.

Does Arbor Investment Advisors, LLC disclose fund performance?

Arbor Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 South Main Street, Winston Salem, NC 27101
Phone336-777-1677
Fax888-761-1120
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1590073
Discloses disciplinary historyNo

Assets under management

Discretionary$1.07B
Non-discretionary$15.8M
Total (RAUM)$1.09B