Arbor Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,245,202,687
Clients
471
Advisors
5
of 8 employees
About
Arbor Investment Advisors provides discretionary and non‑discretionary investment advisory services and financial planning to individuals, pension and profit‑sharing plans, business entities, trusts and charitable organizations. The firm serves both non‑high‑net‑worth and high‑net‑worth clients and generally requires a $1,000,000 minimum for investment advisory services, although it may waive the minimum or negotiate fees in certain circumstances.
The firm’s investment approach is rooted in asset allocation concepts evolved from Modern Portfolio Theory and typically uses exchange‑traded funds, no‑load mutual funds and closed‑end funds, with allocations to unaffiliated independent managers when appropriate. Arbor addresses concentrated stock positions through hedging or structured transition plans, limits discretionary cryptocurrency purchases to client‑authorized exposures, and supplements portfolio monitoring and reporting with tools such as Right Capital and internally reviewed AI systems.
Arbor manages roughly $1.29 billion in client assets across four advisors, reflecting a higher AUM per advisor than many peer team firms. The firm issues quarterly reports and other periodic comprehensive reporting, manages held‑away retirement accounts via an order‑management system for tax‑efficient rebalancing, and maintains a trade‑error policy that reimburses losses while allocating gains to charity.
Client services
Expertise
Occupation focus
Fee options
Flat fee of $3,000 to $7,000 for stand-alone financial planning and consulting services
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $15,000,000: 0.50% $15,000,000+: Negotiable
Account minimum: $1,000,000 Fee-only: Flat fee of $3,000 to $7,000 for stand-alone financial planning and consulting services
Main office
300 South Main Street
Winston Salem NC 27101
Advisors at this office
5
Most active in
California · Colorado · Florida · Georgia · New Hampshire · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas
Also doing business as
Arbor Investment Advisors · Arbor Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William H
CFP®, Series 65
Winston Salem, NC
Arbor Investment Advisors
William Hollan is a CFP® with 14 years of experience in the financial advisory industry. He has been with Arbor Investment Advisors since 2011. Hollan holds a Series 65 license and is based in Winston Salem, NC. Arbor Investment Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations, providing discretionary and non-discretionary investment management along with financial planning and consulting services. The firm’s investment approach focuses on asset allocation and modern portfolio theory, utilizing exchange-traded funds, mutual funds, closed-end funds, and individual securities as appropriate.
Scott C
CFP®, CFA®, Series 63
Winston Salem, NC
Arbor Investment Advisors
Scott Cawood is a CFP® and CFA® with 16 years of industry experience, currently serving at Arbor Investment Advisors since 2003. He holds the position of Chairman of the Board at Piedmont Federal Savings Bank. Arbor Investment Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an investment approach based on asset allocation and modern portfolio theory, utilizing a range of investment vehicles including ETFs, no-load mutual funds, and individual equities.
Erika M
CFP®, Series 63, Series 66
Winston Salem, NC
Arbor Investment Advisors
Erika Mielke is a CFP® credentialed advisor with 11 years of industry experience. She has worked at Arbor Investment Advisors since 2018 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Arbor Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm applies asset allocation strategies based on Modern Portfolio Theory, utilizing exchange-traded funds, mutual funds, and independent managers, and serves both non-high-net-worth and high-net-worth clients.
Scott J
CFP®, Series 65
Winston Salem, NC
Arbor Investment Advisors
Scott Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Arbor Investment Advisors since 2006. He holds a Series 65 license and is based in Winston Salem, NC. Arbor Investment Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an asset allocation approach grounded in modern portfolio theory, utilizing ETFs, mutual funds, closed-end funds, and individual equities and fixed income, with a focus on tax-efficient strategies and comprehensive portfolio reporting.
James H
Series 65
Winston Salem, NC
Arbor Investment Advisors
James Hough is a financial advisor at Arbor Investment Advisors in Winston Salem, NC, holding a Series 65 designation. He has been with Arbor since 2026 and previously worked at Commercial Realty Advisors, LLC, Unique Places, LLC, and Sewanee: University of the South. Arbor Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm serves a range of clients from non-high-net-worth to high-net-worth individuals, applying an investment approach based on asset allocation concepts from Modern Portfolio Theory and employing exchange-traded funds, mutual funds, and independent managers as appropriate.
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