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ARLINGTON PARTNERS LLC

BIRMINGHAM, AL · CRD 109335 · IAPD ↗ · arlington.com · 205-488-4300

$2.31BRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
15Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — ARLINGTON PARTNERS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
52
April 2026 — ARLINGTON PARTNERS LLC reported RAUM up 40% ($1.65B -> $2.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2026 — ARLINGTON PARTNERS LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2025 — ARLINGTON PARTNERS LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — ARLINGTON PARTNERS LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2024 — ARLINGTON PARTNERS LLC reported RAUM down 78% ($6.10B -> $1.34B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — ARLINGTON PARTNERS LLC shrank from 16 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.