Arbor Investment Management provides portfolio management for individuals and small businesses.
Arbor Investment Management reports 96 clients. They include 66 high-net-worth individuals and 30 individual clients. Of its assets, 100.0% ($162M across 96 accounts) are managed with discretion. It advised 96 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 31% | 29% |
| High-net-worth individuals | 69% | 71% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 30 | $47M | 29.0% | $1.57M |
| High-net-worth individuals | 66 | $115M | 71.0% | $1.74M |
| Total | 96 | $162M | 100% | $1.69M |
- Clients
- 30
- Regulatory AUM
- $47M
- AUM share
- 29.0%
- Avg. per client
- $1.57M
- Clients
- 66
- Regulatory AUM
- $115M
- AUM share
- 71.0%
- Avg. per client
- $1.74M
Total
- Clients
- 96
- Regulatory AUM
- $162M
- AUM share
- 100%
- Avg. per client
- $1.69M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 96
- Private funds advised
- 0
Arbor Investment Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Stanley Learman owns 75% or more of Arbor Investment Management. The leadership team of Arbor Investment Management includes President Stanley Learman. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Arbor Investment Management, LLC
Stanley Learman
Control person · since July 2010
Arbor Investment Management’s regulatory assets grew from $122M (June 2024) to $162M (March 2026); clients rose from 88 to 96 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $162M | 96 | 2 | 2 |
| Mar 2025March 2025 | $132M | 91 | 2 | 2 |
| Jun 2024June 2024 | $122M | 88 | 2 | 2 |
Besides its headquarters, Arbor Investment Management has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Michigan · 1 listed address
- 3400 Travis Pointe RD., Suite E, Ann ArborHQ
Contact and registration details
- Legal name
- Arbor Investment Management, LLC
- Headquarters
- 3400 Travis Pointe RD., Suite E, Ann Arbor, MI 48108
- Website
- arborim.com
- Phone
- 734-645-3622
- SEC file
- 801-130701
- Structure
- Michigan LLC
- Fiscal year end
- December
Arbor Investment Management’s named custodian for separately managed accounts is Charles Schwab ($97M). Arbor Investment Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co. · Orlando, FL · $97M100%
At year end, Arbor Investment Management’s separately managed accounts were mostly in stocks (65%) and bonds (23%).
What the accounts hold
- Stocks65%
- Bonds23%
- Investment grade corporate bonds18%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash12%
How many clients does Arbor Investment Management have?
Arbor Investment Management has 96 clients and manages $162 million for them, as of March 2026. They include 66 high-net-worth individuals and 30 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Arbor Investment Management offer?
Arbor Investment Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Arbor Investment Management use?
Arbor Investment Management’s separately managed account assets are held at Charles Schwab & Co. (Orlando, FL), with $97M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Arbor Investment Management have?
Arbor Investment Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arbor Investment Management invest in?
At the end of its last fiscal year, Arbor Investment Management’s separately managed accounts held 65% exchange-traded equities, 18% investment grade corporate bonds, 12% cash and equivalents, 4% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Arbor Investment Management?
Arbor Investment Management’s direct owner is Stanley Learman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Arbor Investment Management get paid?
Arbor Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Arbor Investment Management?
Arbor Investment Management’s main office is at 3400 Travis Pointe RD., Suite E, Ann Arbor, MI 48108. Its phone number is 734-645-3622. Its website is arborim.com.