Arbor Investment Advisors, LLC
● SEC registered since 2001CRD 111077SEC# 801-58281Winston Salem, NC
Reg. AUM
$1.29B
Employees
8
Accounts
1,457
Location
Winston Salem, NC
Arbor Investment Advisors, LLC assets under management
Arbor Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Winston Salem, NC. The firm has been registered since 2001. It reports $1.3 billion in regulatory assets under management and employs 8 people.
Arbor Investment Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| April Y Beason Control | Chief Compliance Officer | 5-10% | 2015 |
| Erika Leigh Mielke Control | Chief Growth Officer | 10-25% | 2018 |
| Jennifer L Jamison-Craver | Security Holder | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Arbor Investment Advisors, LLC manage?
Arbor Investment Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Arbor Investment Advisors, LLC have?
Arbor Investment Advisors, LLC reports 8 employees.
Where is Arbor Investment Advisors, LLC located?
Arbor Investment Advisors, LLC is based in Winston Salem, NC and has been SEC-registered since 2001.
Does Arbor Investment Advisors, LLC disclose fund performance?
Arbor Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 South Main Street, Winston Salem, NC 27101 |
| Phone | 336-777-1677 |
| Fax | 888-761-1120 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1590073 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.29B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.29Bregulatory AUM
Discretionary $1.13BNon-discretionary $153.7M