# Arborfi Advisors, LLC

> Arborfi Advisors, LLC is an SEC-registered investment advisory firm in Ann Arbor, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 305009
- Filed as: ARBORFI ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ann Arbor, MI
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305009
- AdvisorCensus page: https://advisorcensus.com/firm/arborfi-advisors-llc-ann-arbor-mi-305009

## Quick answers

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

**What does Arborfi Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 16, 2026 states: Up to $999,999.99: 1% a year; $1,000,000 to $4,999,999.99: 0.75% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Arborfi Advisors, LLC registered with the SEC or a state?**
Arborfi Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 305009.

**How much does Arborfi Advisors, LLC manage?**
Arborfi Advisors, LLC reports $148,397,411 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**How have Arborfi Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Arborfi Advisors, LLC: Regulatory assets under management: $114,205,136 in the October 2025 data and $148,397,411 in the October 2026 data, up 30%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arborfi Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (45).

**Which custodians does Arborfi Advisors, LLC use?**
Arborfi Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Arborfi Advisors, LLC 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/305009

**What changed in Arborfi Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $114,205,136 to $148,397,411 (+30%).

## 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 February 16, 2026)

- Up to $999,999.99: 1% a year
- $1,000,000 to $4,999,999.99: 0.75% a year
- Above $5,000,000: 0.5% a year

> Our fees for Comprehensive Portfolio Management and Financial Planning are based upon a percentage of the market value of assets under management, subject to a minimum annual fee of $10,000.

> $0 to $999,999.99 1.00% $1,000,000 to $4,999,999.99 0.75% Over $5,000,000 0.50%

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., Inc.

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: $148,397,411
- Discretionary: $148,397,411
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $25,093,353 |
| High net worth individuals | 45 | $121,107,321 |
| Charitable organizations | Fewer than 5 | $1,338,445 |
| Corporations or other businesses not listed above | Fewer than 5 | $858,292 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arborfi.com
- LinkedIn @ARBORFI-ADVISORS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $114,205,136 | 2 | January 29, 2025 |
| October 2026 | $148,397,411 | 2 | February 16, 2026 |

Regulatory assets under management: $114,205,136 in the October 2025 data and $148,397,411 in the October 2026 data, up 30%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $114,205,136 to $148,397,411 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arborfi Advisors, LLC (CRD 305009): Form ADV filing data as of October 2026.