SANTA BARBARA, CACRD 283288Latest ADV February 25, 2026
Arlington Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated February 25, 2026, reports $1.2B in regulatory assets under management, 16 employees, and 2,575 accounts.
Assets Under Management
$1.2B
Employees
16
Offices
--
Total Clients
631
Primary office
SANTA BARBARA, CA
100 E. DE LA GUERRA ST, SANTA BARBARA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.0% of total clients.
Top client categories% of clientsClients
1
Individuals
52.0%
328
2
HNWI
42.3%
267
3
Pension Plans
5.7%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of February 25, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts2,575
10Y AUM Change+$831M (+204.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee39:1
10Y Employee Change+8 (+100.0%)
* 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.