Hedge Fund Database

ARBOR INVESTMENT ADVISORS

ARBOR INVESTMENT ADVISORS, LLC Legal Name

Adviser information for ARBOR INVESTMENT ADVISORS last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location North Carolina, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,246 $942.4M
Non-Discretionary 9 $14.3M
Total 1,255 $956.7M

Clients

Type Number RAUM
Individuals 155 $56.8M
HNW Individuals 236 $868.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $11.0M
Charitable organizations 7 $20.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $323,513
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newslettersPORTFOLIO MGMT FOUNDATIONS & MONEY PENSION PURCHASE PLAN; CONSULTING PURSUANT TO ERISA 404C
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-58281
SEC ERA File Number 801-58281
SEC CIK Numbers 1590073
SEC CRD Numbers 111077
Legal Entity Identifier None

Principal Office

300 SOUTH MAIN STREET
WINSTON SALEM
NC
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 336-777-1677, Fax: 888-761-1120

Websites

arborinvest.com/ www.linkedin.com/company/arbor-investment-advisors

Chief Compliance Officer

APRIL YOCUM BEASON
PRINCIPAL
300 SOUTH MAIN STREET
WINSTON-SALEM
NC
United States
Tel: 336-777-1677
Fax: 888-761-1120
(Full email address available in API data)

Regulatory Contact

SCOTT EDWARD CAWOOD
PRINCIPAL, CEO & CIO
300 SOUTH MAIN STREET
WINSTON-SALEM
NC
United States
Tel: 336-777-1677
Fax: 888-761-1120
(Full email address available in API data)

Industry Affiliates

ERIKA L. MIELKE Lawyer or law firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CAWOOD, SCOTT, EDWARD Individual – CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 09/2003 25-50%
JONES, SCOTT, DANIEL Individual – PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY 06/2006 10-25%
HOLLAN, WILLIAM, EDWIN Individual – SECURITY HOLDER 03/2011 10-25%
BIRCHFIELD, PAIGE PRUITT Individual – CHIEF OPERATING OFFICER 03/2015 5-10%
BEASON, APRIL Y Individual – CHIEF COMPLIANCE OFFICER 03/2015 5-10%
MIELKE, ERIKA, LEIGH Individual – SECURITY HOLDER 01/2018 < 5%
JAMISON-CRAVER, JENNIFER L Individual – SECURITY HOLDER 03/2024 < 5%

No. Employees, Historic

10502020202120222023202420258 on 3/16/20208 on 6/29/20208 on 3/16/20218 on 9/28/20218 on 3/29/20228 on 11/3/20228 on 3/8/20238 on 3/21/2024

RAUM, Historic

1B500M0202020212022202320242025635964046 on 3/16/2020635964046 on 6/29/2020744029799 on 3/16/2021744029799 on 9/28/2021859711575 on 3/29/2022859711575 on 11/3/2022813415141 on 3/8/2023956721696 on 3/21/2024

No. Clients, Historic

4002000202020212022202320242025249 on 3/16/2020249 on 6/29/2020257 on 3/16/2021257 on 9/28/2021262 on 3/29/2022262 on 11/3/2022270 on 3/8/2023398 on 3/21/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Abbott Laboratories Common 228K 2K –
AbbVie Inc. Common 425K 2K –
Accenture plc Common 212K 699 –
Allstate Corporation Common 535K 3K –
Alphabet Inc. Cl A Common 325K 2K –
Alphabet Inc. Cl C Common 795K 4K –
Amazon.com Inc. Common 306K 2K –
Apollo Global Management, Inc. Common 331K 3K –
Apple Inc. Common 5M 26K –
Armada Hoffler Properties Inc. Common 271K 24K –
ASM Lithography Holdings ADR 1M 1K –
Bank of America Corp. Common 353K 9K –
Berkshire Hathaway Inc. Common 2M 6K –
Berkshire Hathaway Inc. Common 612K 1 –
Broadcom Inc. Common 249K 155 –
Cadence Bank Common 2M 72K –
Caterpillar Inc. Common 215K 645 –
Chevron Corp. Common 273K 2K –
Cisco Systems Inc. Common 2M 33K –
Coca-Cola Co. Common 330K 5K –
Costco Wholesale Corp. Common 2M 2K –
Discover Financial Services Common 386K 3K –
Duke Energy Corp. Common 406K 4K –
Eli Lilly & Co. Common 214K 237 –
Enbridge Inc. Common 230K 6K –
Exxon Mobil Corp. Common 783K 7K –
FactSet Research Systems Inc. Common 204K 500 –
Ford Motor Company Common 297K 24K –
General Electric Co. Common 233K 1K –
Global Payments Inc. Common 227K 2K –
Home Depot Inc. Common 898K 3K –
Invesco FTSE RAFI US 1000 ETF ETF 83M 2M –
Invesco FTSE RAFI US 1500 Small-Mid ETF ETF 33M 860K –
Invesco S&P 500 Equal Weight Technology ETF ETF 265K 7K –
iShares 0-5 Year TIPS Bond ETF ETF 878K 9K –
iShares Cohen & Steers REIT ETF ETF 229K 4K –
iShares Core Aggressive Allocation ETF ETF 335K 4K –
iShares Core MSCI EAFE ETF ETF 10M 136K –
iShares Core MSCI Emerging Markets ETF ETF 5M 100K –
iShares Core MSCI Intl Developed Markets ETF ETF 3M 51K –
iShares Core S&P 500 ETF ETF 1M 3K –
iShares Core U.S. Aggregate Bond ETF ETF 24M 246K –
iShares Gold Trust ETF ETF 338K 8K –
iShares MSCI EAFE ETF ETF 29M 371K –
iShares MSCI Emerging Markets ETF ETF 7M 172K –
iShares MSCI KLD 400 Social ETF ETF 288K 3K –
iShares MSCI World ETF ETF 291K 2K –
iShares Russell 1000 ETF ETF 105M 353K –
iShares Russell 1000 Growth ETF ETF 9M 25K –
iShares Russell 1000 Value ETF ETF 7M 39K –
iShares Russell 2000 ETF ETF 10M 51K –
iShares Russell 2000 Growth ETF ETF 294K 1K –
iShares Russell 3000 ETF ETF 250K 811 –
iShares Russell Mid-Cap ETF ETF 337K 4K –
iShares Russell Mid-Cap Growth ETF ETF 232K 2K –
iShares Russell Mid-Cap Value ETF ETF 302K 2K –
iShares S&P 500 Growth ETF ETF 815K 9K –
iShares Select Dividend ETF ETF 349K 3K –
iShares TIPS Bond ETF ETF 30M 279K –
iShares Treasury Floating Rate Bond ETF ETF 77M 2M –
iShares U.S. Healthcare ETF ETF 250K 4K –
Johnson & Johnson Inc. Common 452K 3K –
JPMorgan Chase & Co. Common 591K 3K –
JPMorgan Ultra-Short Income ETF ETF 18M 362K –
Lowes Companies, Inc. Common 255K 1K –
McCormick & Company, Inc. Common 965K 14K –
McDonalds Corporation Common 466K 2K –
Microsoft Corp. Common 4M 9K –
Morgan Stanley Common 531K 5K –
Motorola Solutions Inc. Common 603K 2K –
NVIDIA Corporation Common 361K 3K –
Oracle Corporation Common 432K 3K –
PepsiCo Inc. Common 293K 2K –
PIMCO 1-5 Year U.S. TIPS Index ETF ETF 4M 77K –
PIMCO Enhanced Short Maturity Active ETF ETF 886K 9K –
Procter & Gamble Co. Common 469K 3K –
Raymond James Financial Inc. Common 270K 2K –
RTX Corporation Common 229K 2K –
SPDR Gold Shares ETF ETF 358K 2K –
SPDR S&P 500 ETF ETF 2M 3K –
Target Corp. Common 201K 1K –
Thermo Fisher Scientific, Inc. Common 352K 636 –
Union Pacific Corp. Common 371K 2K –
UnitedHealth Group Inc. Common 376K 738 –
Vanguard ESG U.S. Stock ETF ETF 1M 13K –
Vanguard FTSE Developed Markets ETF ETF 75M 2M –
Vanguard FTSE Emerging Markets ETF ETF 25M 570K –
Vanguard Large Cap ETF ETF 234K 939 –
Vanguard Mid-Cap Growth ETF ETF 211K 919 –
Vanguard Russell 1000 ETF ETF 14M 57K –
Vanguard Russell 1000 Value ETF ETF 1M 17K –
Vanguard Russell 2000 ETF ETF 2M 20K –
Vanguard Russell 3000 ETF ETF 567K 2K –
Vanguard S&P 500 Value ETF ETF 538K 3K –
Vanguard Short-Term Bond ETF ETF 41M 533K –
Vanguard Short-Term Inflation-Protected Securities ETF ETF 2M 47K –
Vanguard Small-Cap Value Index ETF ETF 1M 6K –
Vanguard Total Bond Market ETF ETF 11M 147K –
Vanguard Total Stock Market ETF ETF 3M 10K –
Vanguard Total World Stock Index ETF ETF 5M 43K –
Vanguard Value ETF ETF 2M 10K –