Data / Investment advisers / Michigan / Arbor Investment Management
Arbor Investment Management, Ann Arbor, MI: $162 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Arbor Investment Management is an SEC registered investment adviser with its main office in Ann Arbor, Michigan and reports $162 million in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 154735
- SEC file number
- 801-130701
- SEC status
- Approved, effective July 16, 2024
- Legal name
- Arbor Investment Management, LLC
- Main office
- 3400 Travis Pointe Rd. Suite E, Ann Arbor, MI 48108
- Phone
- (734) 645-3622
- Website
- arborim.com
- Regulatory AUM
- $162,000,000 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $162,000,000
- Accounts
- 96
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $115 million |
| Individuals (other than high net worth individuals) | 30 | $47 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $162 million | March 6, 2026 |
| December 1, 2025 | $132 million | March 11, 2025 |
Other advisers in Ann Arbor
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cypress Capital Wealth Management LLC | Ann Arbor | $330.2 million | Not listed | adviserinfo.sec.gov |
| Renaissance Venture Capital Management, Inc. | Ann Arbor | $292.7 million | 5 | adviserinfo.sec.gov |
| Sage Hill Capital | Ann Arbor | $214.3 million | Not listed | adviserinfo.sec.gov |
| Vision Capital Partners | Ann Arbor | $168.3 million | Not listed | adviserinfo.sec.gov |
| Four Financial Management | Ann Arbor | $162.7 million | Not listed | adviserinfo.sec.gov |
| Arborfi Advisors, LLC | Ann Arbor | $148.4 million | Not listed | adviserinfo.sec.gov |
| Imber Financial Group, LLC | Ann Arbor | $106 million | Not listed | adviserinfo.sec.gov |
| RPM Ventures III Management, L.L.C. | Ann Arbor | Not listed | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ann Arbor, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Arbor Investment Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.