Arnold Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arnold Investment Group provides investment advisory and financial planning services to individuals, trusts, estates and charitable organizations. The firm oversees approximately $78.2 million for a small roster of about 34 client relationships and maintains a household minimum for new relationships.
Accounts are managed on an individualized, typically discretionary basis using an asset-allocation framework that emphasizes diversification and rebalancing, with holdings concentrated in U.S.-domiciled equities, ADRs, mutual funds and ETFs and a range of fixed-income instruments. The firm uses subscription and public research sources (including Zacks, Morningstar, Seeking Alpha, Barron’s, the Wall Street Journal and Bloomberg), conducts at least monthly account reviews, and custodian reporting is provided through Charles Schwab.
Compared with many peers, the firm’s relatively small client base and $78.2 million in AUM suggest a higher assets-per-client profile and potentially more concentrated advisor oversight; the firm has operated since 2005. It does not accept third‑party referral payments, generally limits custody to fee‑deduction arrangements, follows internal personal‑trading controls (client trades executed before employee trades and no batch trading), and will deliver a formal written financial plan when requested.
Client services
Expertise
Fee options
1% of assets under management per annum
$200 per hour
Account minimum: $100,000
Main office
Phoenixville PA
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Arnold Investment Group · Arnold Investment Group, 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 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.
Forms ADV
Advisors at this firm
Gary D
ChFC®
Phoenixville, PA
Arnold Investment Group
Gary Dolbashian is a ChFC® with 13 years of experience in financial advising. He has been with Arnold Investment Group LLC since 2011. The firm provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. Arnold Investment Group focuses on a small client base, offering tailored asset allocation and investment strategies primarily involving U.S.-domiciled stocks, mutual funds, ETFs, and fixed-income instruments.
Robert A
Series 65
Phoenixville, PA
Arnold Investment Group
Robert Arnold is a financial advisor at Arnold Investment Group with 19 years of industry experience. He holds a Series 65 designation and has been with the firm, which he joined in 2005. Outside of his advisory role, Arnold is involved in several bicycle-related businesses, including retail and consignment operations. Arnold Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $78.2 million through a concentrated client base, employing an asset-allocation approach focused on diversification and rebalancing across equities, mutual funds, ETFs, and fixed-income instruments.
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