# Arbor Investment Management

> 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.

- CRD: 154735
- Filed as: ARBOR INVESTMENT MANAGEMENT
- Legal name: Arbor Investment Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ann Arbor, MI
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154735
- AdvisorCensus page: https://advisorcensus.com/firm/arbor-investment-management-ann-arbor-mi-154735

## Quick answers

**How is Arbor Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Arbor Investment Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Arbor Investment Management located?**
Arbor Investment Management's principal office is in Ann Arbor, MI, according to its Form ADV.

**Is Arbor Investment Management registered with the SEC or a state?**
Arbor Investment Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 154735.

**How much does Arbor Investment Management manage?**
Arbor Investment Management reports $162,000,000 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Arbor Investment Management's assets and staff changed since 2024?**
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.

**What types of clients does Arbor Investment Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (66); individuals (other than high net worth individuals) (30).

**Which custodians does Arbor Investment Management use?**
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.

**Does Arbor Investment Management report any disciplinary disclosures?**
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

**Does Arbor Investment Management state an account minimum?**
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."

**What changed in Arbor Investment Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $132,000,000 to $162,000,000 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: $500,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co.

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.

### Regulatory assets under management (Item 5.F)
- Total: $162,000,000
- Discretionary: $162,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $47,000,000 |
| High net worth individuals | 66 | $115,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CO, MI, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arborim.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $122,000,000 | 2 | June 24, 2024 |
| October 2025 | $132,000,000 | 2 | March 11, 2025 |
| October 2026 | $162,000,000 | 2 | March 6, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $132,000,000 to $162,000,000 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arbor Investment Management (CRD 154735): Form ADV filing data as of October 2026.