ANN ARBOR, MICRD 305009Latest ADV February 16, 2026
Arborfi Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ann Arbor, MI. Its latest Form ADV filing, dated February 16, 2026, reports $148M in regulatory assets under management, 2 employees, and 362 accounts.
Assets Under Management
$148M
Employees
2
Offices
--
Total Clients
101
Primary office
ANN ARBOR, MI
2395 S HURON PKWY, SUITE 101, ANN ARBOR, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.4% of total clients.
Top client categories% of clientsClients
1
Individuals
55.4%
56
2
HNWI
44.6%
45
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of February 16, 2026
Discretionary100.0%
$148M
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$148M
Total Accounts362
10Y AUM Change+$148M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee51:1
10Y Employee Change0 (0.0%)
* 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.