# Arlington Investment Advisors

> Arlington Investment Advisors is a state-registered investment advisory firm in Arlington, MA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 292896
- Filed as: ARLINGTON INVESTMENT ADVISORS
- Legal name: Stern, Michael Warren
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arlington, MA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292896
- AdvisorCensus page: https://advisorcensus.com/firm/arlington-investment-advisors-arlington-ma-292896

## Quick answers

**How is Arlington Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Arlington Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Arlington Investment Advisors located?**
Arlington Investment Advisors' principal office is in Arlington, MA, according to its Form ADV.

**Is Arlington Investment Advisors registered with the SEC or a state?**
Arlington Investment Advisors is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292896.

**How much does Arlington Investment Advisors manage?**
Arlington Investment Advisors reports $23,986,000 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (0% discretionary).

**What types of clients does Arlington Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41).

**Does Arlington Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292896

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,986,000
- Discretionary: $0
- Non-discretionary: $23,986,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $23,986,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arlingtoninvest.com
- lp.constantcontactpages.com/cu/dxbNsDo/buildwealth
- Facebook facebook.com
- LinkedIn @arlington-investment-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arlington Investment Advisors (CRD 292896): Form ADV filing data as of October 2026.