Arbus Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arbus Capital Management provides investment advice to individuals, high‑net‑worth clients, corporations and charitable institutions. The firm offers discretionary portfolio management, one‑time investment account reviews, and financial planning to a limited client base of roughly 30 accounts, overseeing about $130 million in discretionary assets.
The firm pursues a disciplined, low‑cost asset allocation approach that relies primarily on exchange‑traded funds to build diversified portfolios tailored to each client’s goals, time horizon, tax situation and risk tolerance, and it does not engage in market timing or frequent trading. As a fee‑only, SEC‑registered adviser, Arbus Capital charges percentage‑of‑assets fees for ongoing management and uses hourly or fixed fees for account reviews and financial planning.
Noteworthy features include a small client roster relative to assets under management, implying a high assets‑per‑advisor profile and concentrated client relationships compared with many peers. The firm also uses institutional custodial services (including trade‑away execution for certain securities), discloses receipt of non‑client economic benefits from custodians, and leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
Negotiated fixed fees available for financial planning and investment account review services.
$500,000 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
$345 per hour for investment account review and financial planning services.
Account minimum: $1,000,000 Fee-only: Investment management fees based on percentage of assets under management; Financial planning and investment account review services offered on hourly fee ($345/hour) or negotiated fixed fee basis.
Main office
New York NY
Advisors at this office
1
Most active in
New York · Texas · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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.
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