{
  "crd_number": 154735,
  "slug": "arbor-investment-management-ann-arbor-mi-154735",
  "primary_business_name": "ARBOR INVESTMENT MANAGEMENT",
  "legal_name": "ARBOR INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "Ann Arbor",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "11460",
  "metro": {
    "cbsa_code": "11460",
    "common_name": "Ann Arbor",
    "msa_name": "Ann Arbor, MI",
    "path": "/advisors/mi/ann-arbor"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-16",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 162000000.0,
  "raum_discretionary": 162000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 47000000.0,
      "count": 30
    },
    "high_net_worth_individuals": {
      "raum": 115000000.0,
      "count": 66
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "CO",
    "MI",
    "TX",
    "WA"
  ],
  "websites": [
    "https://arborim.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154735",
  "city_as_filed": "ANN ARBOR",
  "url": "https://advisorcensus.com/firm/arbor-investment-management-ann-arbor-mi-154735",
  "display_name": "Arbor Investment Management",
  "summary": "Arbor Investment Management is an SEC-registered investment advisory firm in Ann Arbor, MI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Arbor Investment Management (CRD 154735): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Arbor Investment Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Arbor Investment Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Arbor Investment Management located?",
      "a": "Arbor Investment Management's principal office is in Ann Arbor, MI, according to its Form ADV."
    },
    {
      "q": "Is Arbor Investment Management registered with the SEC or a state?",
      "a": "Arbor Investment Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 154735."
    },
    {
      "q": "How much does Arbor Investment Management manage?",
      "a": "Arbor Investment Management reports $162,000,000 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Arbor Investment Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Arbor Investment Management: Regulatory assets under management: $122,000,000 in the October 2024 data and $162,000,000 in the October 2026 data, up 33%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Arbor Investment Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (66); individuals (other than high net worth individuals) (30)."
    },
    {
      "q": "Which custodians does Arbor Investment Management use?",
      "a": "Arbor Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Arbor Investment Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154735"
    },
    {
      "q": "Does Arbor Investment Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 says: \"Due to the high level of service and effort we commit to each of our client relationships, Arbor Investment Management requires a minimum household portfolio value of $500,000.\""
    },
    {
      "q": "What changed in Arbor Investment Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $132,000,000 to $162,000,000 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 122000000.0,
      "total_employees": 2,
      "filing_date": "2024-06-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 132000000.0,
      "total_employees": 2,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 162000000.0,
      "total_employees": 2,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $132,000,000 to $162,000,000 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Due to the high level of service and effort we commit to each of our client relationships, Arbor Investment Management requires a minimum household portfolio value of $500,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Due to the high level of service and effort we commit to each of our client relationships, Arbor Investment Management requires a minimum household portfolio value of $500,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co.",
      "name_as_filed": "CHARLES SCHWAB & CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/arbor-investment-management-ann-arbor-mi-154735.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 47000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 66,
      "fewer_than_5": false,
      "raum": 115000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154735",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}