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| Happy Holidays!! thanks for using AUM13F!! |
| Arbor Investment Advisors LLC
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|---|---|
| CRD # | 111077 |
| SEC # | 801-58281 |
| CIK # | 0001590073 |
| AUM | $1.1 B (2025-03-27) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 336-777-1677 |
| Address | 300 South Main Street Winston Salem, NC 27101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.4 | ||
| Microsoft Corp | 4.3 | ||
| Cisco Systems Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 67.7 |
| (b) Individuals (high net worth individuals) | 251 | 981.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 12.3 |
| (h) Charitable organizations | 7 | 23.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,356 | 1,085.3 |
| By Discretionary | ||
| Discretionary | 1,348 | 1,069.5 |
| Non-Discretionary | 8 | 15.8 |
| Total | 1,356 | 1,085.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,085.3 | |
| Total | 1,356 | 1,085.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001590073] |
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