Arlington Financial Advisors, LLC
● SEC registered since 2016CRD 283288SEC# 801-107857Santa Barbara, CA
Reg. AUM
$1.24B
Employees
16
Accounts
2,575
Location
Santa Barbara, CA
Arlington Financial Advisors, LLC assets under management
Arlington Financial Advisors, LLC is an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2016. It reports $1.2 billion in regulatory assets under management and employs 16 people.
Arlington Financial Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur Gentry Swalley Control | Managing Member | 10-25% | 2016 |
| Cody Allan Makela | Managing Member | 5-10% | 2021 |
| Dianne Gayoski Duva Control | Managing Member | 10-25% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Arlington Financial Advisors, LLC manage?
Arlington Financial Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Arlington Financial Advisors, LLC have?
Arlington Financial Advisors, LLC reports 16 employees.
Where is Arlington Financial Advisors, LLC located?
Arlington Financial Advisors, LLC is based in Santa Barbara, CA and has been SEC-registered since 2016.
Does Arlington Financial Advisors, LLC disclose fund performance?
Arlington Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 E. de la Guerra St, Santa Barbara, CA 93101 |
| Phone | (805) 699-7300 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 17165 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.24B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.24Bregulatory AUM
Discretionary $1.24B