Arbor Investment Advisors, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.1B
- Clients
- 478
- Avg AUM / client
- $2.7M
- Accounts
- 1,457
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 114 positions, $768,236,775)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | I Shares Russell 1000 Etf | ETF | $103,752,699 | 290,982 | 13.5% | 8.05% |
| 2 | Invesco Ftse Rafi Us 1000 Etf | ETF | $96,389,750 | 2,027,977 | 12.5% | 7.48% |
| 3 | Vanguard Ftse Developed Markets Etf | ETF | $92,602,419 | 1,445,106 | 12.1% | 7.19% |
| 4 | I Shares Treasury Floating Rate Bond Etf | ETF | $67,734,143 | 1,337,826 | 8.82% | 5.26% |
| 5 | Vanguard Short Term Bond Etf | ETF | $49,307,859 | 628,847 | 6.42% | 3.83% |
| 6 | I Shares Core U.S. Aggregate Bond Etf | ETF | $40,446,103 | 407,435 | 5.26% | 3.14% |
| 7 | Invesco Ftse Rafi Us 1500 Small Mid Etf | ETF | $36,860,723 | 803,591 | 4.8% | 2.86% |
| 8 | I Shares Tips Bond Etf | ETF | $36,761,280 | 333,103 | 4.79% | 2.85% |
| 9 | I Shares Msci Eafe Etf | ETF | $27,947,318 | 287,731 | 3.64% | 2.17% |
| 10 | Vanguard Ftse Emerging Markets Etf | ETF | $26,845,402 | 496,677 | 3.49% | 2.08% |
| 11 | Jp Morgan Ultra Short Income Etf | ETF | $22,423,549 | 443,066 | 2.92% | 1.74% |
| 12 | Vanguard Russell 1000 Etf | ETF | $15,724,904 | 53,283 | 2.05% | 1.22% |
| 13 | Vanguard Total Bond Market Etf | ETF | $15,502,885 | 210,523 | 2.02% | 1.2% |
| 14 | I Shares Russell 2000 Etf | ETF | $11,147,179 | 44,948 | 1.45% | 0.87% |
| 15 | I Shares Russell 1000 Growth Etf | ETF | $10,305,195 | 24,168 | 1.34% | 0.8% |
| 16 | I Shares Core Msci Eafe Etf | ETF | $9,897,181 | 109,325 | 1.29% | 0.77% |
| 17 | I Shares Russell 1000 Value Etf | ETF | $7,926,128 | 37,095 | 1.03% | 0.62% |
| 18 | I Shares Msci Emerging Markets Etf | ETF | $6,076,651 | 107,002 | 0.79% | 0.47% |
| 19 | Vanguard Total World Stock Index Etf | ETF | $5,755,040 | 41,607 | 0.75% | 0.45% |
| 20 | Pimco 1 5 Year U.S. Tips Index Etf | ETF | $5,217,100 | 96,423 | 0.68% | 0.4% |
| 21 | Apple Inc. | Stock | $4,773,261 | 18,808 | 0.62% | 0.37% |
| 22 | I Shares Core Msci Intl Developed Markets Etf | ETF | $4,631,865 | 55,425 | 0.6% | 0.36% |
| 23 | I Shares Core Msci Emerging Markets Etf | ETF | $4,566,585 | 65,471 | 0.59% | 0.35% |
| 24 | I Shares Msci Emerging Markets Ex China Etf | ETF | $4,143,310 | 52,674 | 0.54% | 0.32% |
| 25 | Microsoft Corp. | Stock | $2,784,237 | 7,522 | 0.36% | 0.22% |
Top 25 of 114 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $82.1M | 6.37% |
| High net worth individuals | 290 | $1.2B | 90.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $14.6M | 1.13% |
| Charitable organizations | 7 | $28.2M | 2.19% |
| Corporations and other businesses | Fewer than 5 clients | $380K | 0.03% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Delta 401(k) Retirement Plan For Pilots Delta Air Lines, Inc. | 2024 | |
| Delta 401(k) Retirement Plan Delta Air Lines, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Edward Cawood | Chief Executive Officer And Chief Investment Officer | CFP CFA | Sep 2003 (23y) | 25% – 50% |
| Scott Daniel Jones | President, Chief Financial Officer, Treasurer, Secretary | CFP | Jun 2006 (20y) | 10% – 25% |
| William Edwin Hollan | Security Holder | CFP | Mar 2011 (15y) | 10% – 25% |
| Erika Leigh Mielke | Security Holder | CFP | Jan 2018 (9y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Birchfield, Paige Pruitt | Chief Operating Officer | Mar 2015 | A | 5% – 10% |
| Beason, April Y | Chief Compliance Officer | Mar 2015 | A | 5% – 10% |
| Jamison Craver, Jennifer L | Security Holder | Mar 2024 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
| Delta 401(k) Retirement Plan | Delta Air Lines, Inc. | 89,993 | $19.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $1.3B (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗