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ARBOR INVESTMENT ADVISORS

WINSTON SALEM, NC · CRD 111077 · IAPD ↗ · arborinvest.com · 336-777-1677

$1.29BRegulatory AUM
4Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — ARBOR INVESTMENT ADVISORS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — ARBOR INVESTMENT ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — ARBOR INVESTMENT ADVISORS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — ARBOR INVESTMENT ADVISORS crossed $1B in regulatory AUM ($956.7M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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