AI
Arnold Investment Group, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 144923
·
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $78.2M
- Discretionary
- $78.2M
- Clients
- 34
- Avg AUM / client
- $2.3M
- Accounts
- 86
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $6.4M | 8.16% |
| High net worth individuals | 24 | $71.8M | 91.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Lawrence Arnold | Registered representative | Oct 2007 (19y) | ||
| Gary John Dolbashian | Registered representative | Chartered Financial Consultant | Oct 2012 (14y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗