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Arbor Capital Management Inc

Updated today

Client assets under management

$366,694,606

Clients

601

27% high-net-worth

Advisors

3

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

200

Very High

Average account size

$610,141

About

Arbor Capital Management serves individual and high‑net‑worth clients, retirement plans, trusts, estates, and business entities, providing discretionary investment management, financial planning, and ongoing portfolio monitoring. The firm also provides sub‑advisory digital‑asset separate account management to unaffiliated investment advisers through its Arbor Digital division and offers B2B consulting to digital trading platforms and custodians.

The firm constructs portfolios around a written Investment Policy Statement and typically manages accounts on a discretionary basis, blending long‑term, diversified asset allocation with a mix of passive index exposure and selective active management. For digital assets Arbor applies on‑chain and qualitative analysis, targets defined weightings across store‑of‑value, platform, DeFi and application tokens, and uses custodial integrations (e.g., Gemini/Bitgo) with more frequent review cycles for those accounts.

Compared with many peers, Arbor’s brochure highlights its role as a manager to other advisers and as a B2B consultant for digital‑asset platforms, services that are uncommon among similar team firms, and it discloses a past regulatory consent order (related to earlier disclosure and registration lapses) with penalties paid. The firm also operates from multiple offices, documents participation in industry and custodian educational events, and describes referral arrangements with third‑party networks, all of which inform how it sources and supports client relationships.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Passive / index investing Active portfolio management Real estate investing Options & derivatives strategies

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Fee options

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.1% $1,000,001 - $2,000,000: 1.0% $2,000,001+: 0.85%

Project-based

Up to $500 per hour, negotiable depending on complexity and personnel

Main office location

Arbor Capital Management Inc

510 L Street, Ste 550

Anchorage AK 99501, United States

Number of offices

7

Most active in

Alaska · Arizona · Colorado · Florida · Idaho · Illinois · Minnesota · Missouri · New York · North Dakota · Oregon · Pennsylvania · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michele K

Series 65

Republic, MO

Arbor Capital Management Inc

Michele Kitta is a financial advisor at Arbor Capital Management Inc with one year of industry experience. She holds a Series 65 designation and has previously worked at American National Insurance Company. In addition to her advisory role, Ms. Kitta is employed by Magellan Health, where she designs processes and conducts risk area reviews. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, providing investment management, financial planning, and portfolio monitoring. The firm combines passive index exposure with selective active management and offers sub-advisory digital asset management and business-to-business consulting through its Arbor Digital division.

Passive / index investing Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Ty S

CFP®, Series 63, Series 65

Anchorage, AK

Arbor Capital Management Inc

Ty Schommer is a CFP® professional with 26 years of industry experience, currently serving at Arbor Capital Management Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Schommer is co-owner of a brewery and restaurant in Talkeetna, AK, and serves as a trustee overseeing the Municipality of Anchorage Trust Fund. Arbor Capital Management serves individual and high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities with investment management, financial planning, and portfolio monitoring. The firm combines passive index exposure with selective active management and offers specialized digital asset management and sub-advisory services.

Passive / index investing Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Matthew K

Series 66

Anchorage, AK

Arbor Capital Management Inc

Matthew Kolesky is a financial advisor at Arbor Capital Management Inc with 24 years of industry experience. He holds a Series 66 designation and has been with Arbor Capital since 2004. Arbor Capital Management serves individual and high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities, providing investment management, financial planning, and portfolio monitoring. The firm combines passive index exposure with selective active management and includes a digital asset division offering sub-advisory services and business-to-business consulting.

Passive / index investing Active portfolio management Real estate investing Options & derivatives strategies
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