ArborFi Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
ArborFi Advisors reports 101 clients. They include 56 individual clients and 45 high-net-worth individuals. Of its assets, 100.0% ($148M across 362 accounts) are managed with discretion. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 17% |
| High-net-worth individuals | 45% | 82% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 56 | $25.1M | 16.9% | $448K |
| High-net-worth individuals | 45 | $121M | 81.6% | $2.69M |
| Charitable organizations | Fewer than 5 | $1.34M | 0.9% | — |
| Corporations and other businesses | Fewer than 5 | $858K | 0.6% | — |
| Total | 101 | $148M | 100% | — |
- Clients
- 56
- Regulatory AUM
- $25.1M
- AUM share
- 16.9%
- Avg. per client
- $448K
- Clients
- 45
- Regulatory AUM
- $121M
- AUM share
- 81.6%
- Avg. per client
- $2.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.34M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $858K
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 101
- Regulatory AUM
- $148M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
ArborFi Advisors charges 0.50%–1.00% a year for its Comprehensive Portfolio Management and Financial Planning. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Patricia Slocum owns 50% to 75% of ArborFi Advisors. The leadership team of ArborFi Advisors includes Chief Compliance Officer Patricia Slocum. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Arborfi Advisors, LLC
Patricia Slocum
Control person · since September 2019
- Owns 50% to 75% of Arborfi Advisors, LLC
Thomas Costigan
Control person · since September 2019
ArborFi Advisors’ regulatory assets grew from $114M (January 2025) to $148M (February 2026); clients rose from 89 to 101 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $148M | 101 | 2 | 1 |
| Jan 2025January 2025 | $114M | 89 | 2 | 1 |
Besides its headquarters, ArborFi Advisors has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 2395 S Huron Pkwy, Suite 101, Ann ArborHQ
Contact and registration details
- Legal name
- Arborfi Advisors, LLC
- Headquarters
- 2395 S Huron Pkwy, Suite 101, Ann Arbor, MI 48104
- Website
- arborfi.com
- Phone
- 734-345-6980
- @arborfi-advisors-llc
- SEC file
- 801-132056
- Structure
- Delaware LLC
- Fiscal year end
- December
ArborFi Advisors’ named custodian for separately managed accounts is Charles Schwab ($147M). ArborFi Advisors has custody of $145M for 92 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $147M100%
At year end, ArborFi Advisors’ separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $138M across 45 positions; the largest are iShares TR (16.9%), SPDR Series Trust (7.8%) and Dimensional ETF Trust (7.5%).
What the accounts hold
- Stocks2%
- Funds94%
- Bonds3%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash1%
How many clients does ArborFi Advisors have?
ArborFi Advisors has 101 clients and manages $148 million for them, as of February 2026. They include 56 individual clients and 45 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 February 2026
What services does ArborFi Advisors offer?
ArborFi Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does ArborFi Advisors charge?
ArborFi Advisors charges 0.50%–1.00% a year for its Comprehensive Portfolio Management and Financial Planning. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 16 February 2026
Which custodians does ArborFi Advisors use?
ArborFi Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $147M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 February 2026
How many financial advisors does ArborFi Advisors have?
ArborFi Advisors 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 ArborFi Advisors invest in?
At the end of its last fiscal year, ArborFi Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 2% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ArborFi Advisors?
ArborFi Advisors’ direct owners are Patricia Slocum (50% to 75%) and Thomas Costigan (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 February 2026
How does ArborFi Advisors get paid?
ArborFi Advisors 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 ArborFi Advisors?
ArborFi Advisors’ main office is at 2395 S Huron Pkwy, Suite 101, Ann Arbor, MI 48104. Its phone number is 734-345-6980. Its website is arborfi.com.
