Arbion Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 19, 2026, reports $2.2B in regulatory assets under management, 32 employees, and 185 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.6% of total clients.
Top client categories% of clientsClients
1
HNWI
59.6%
90
2
Corporations
33.1%
50
3
Irrevocable Trusts/Estates
6.0%
9
4
Pooled Investment Vehicles
1.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 19, 2026
Discretionary85.8%
$1.9B
86% of total RAUM85.8%
Non-discretionary14.2%
$317M
14% of total RAUM14.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.2B
Total Accounts185
10Y AUM Change+$829M (+59.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee5:1
10Y Employee Change+10 (+45.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.