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| Arlington Financial Advisors LLC
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|---|---|
| CRD # | 283288 |
| SEC # | 801-107857 |
| CIK # | 0000017165, 0001716539 |
| AUM | 1,237.0 M (2026-02-25) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 805-699-7300 |
| Address | 100 E de La Guerra St Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.6 | ||
| Costco Wholesale Corp /NEW | 8.9 | ||
| Amgen Inc | 8.8 | ||
| Alphabet Inc | 8.3 | ||
| Amazon Com Inc | 8.0 | ||
| Alphabet Inc | 7.7 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Chevron Corp | 6.4 | ||
| Gilead Sciences Inc | 6.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 130.0 |
| (b) Individuals (high net worth individuals) | 267 | 1,028.0 |
| (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 | 36 | 79.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,575 | 1,237.0 |
| By Discretionary | ||
| Discretionary | 2,575 | 1,237.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,575 | 1,237.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,237.0 | |
| Total | 2,575 | 1,237.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001716539] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
| LEI | 0075769015 |
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