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ARLINGTON FINANCIAL ADVISORS, LLC

SANTA BARBARA, CA · CRD 283288 · IAPD ↗ · arlingtonfinancialadvisors.com · (805) 699-7300

$1.24BRegulatory AUM
8Advisory reps
16Employees
3Clients
1-10Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — ARLINGTON FINANCIAL ADVISORS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — ARLINGTON FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($944.5M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
61
April 2024 — ARLINGTON FINANCIAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — ARLINGTON FINANCIAL ADVISORS, LLC reported RAUM up 28% ($740.7M -> $944.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — ARLINGTON FINANCIAL ADVISORS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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