$372.5M Total AUM
$289.1M Disc. AUM
-- 3Y CAGR
7 Employees
601 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Value valuePeak
- Established Date
- 02-27-1997
- Office Locations
- 3
Office Locations
510 L Street STE 550 Anchorage AK
-- Edgewater CO
-- Republic MO
About Arbor Capital Management INC
Arbor Capital Management is an Anchorage, Alaska-based RIA with Alaskan roots and a national presence. The team partners with clients to build goals-based financial plans and act as an ongoing financial advocate, providing wealth planning and asset management (including retirement, tax, and estate planning). Investment implementation emphasizes asset allocation, active management, and ETFs/mutual funds, with Schwab as a key custodian.
Team overview
43 AVG AGE
$62.1M AVG AUM / ADVISOR
$619.8K AVG AUM / CLIENT
7.1 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Momentum Vertex Unison atlas North Glacier Unison Glacier frontier North
Client Personas
Legacy peak Peak
Custodian
Legacy eagle Zenith Crest Peak Horizon Glacier Catalyst frontier
Investment Themes
Pioneer meridian Capital legacy Vertex peak
Investment Vehicles
Zenith Ridge Legacy delta
Services
Frontier foundation Summit quantum Legacy eagle Radial Unison Focus Peak optima Capital Bridge
Technology
Timber Value momentum
Owner & Executives
MATTHEW BLAIR KOLESKY
Chief Compliance Officer, Investment Advisor Representative, PRINCIPAL
- CRD
- #4158264
- Ownership
- 25% but less than 50%
(895) 904-2476
fusion.vector@timbercapital.com
in linkedin.com/in/eagle-pathway
TY ANTHONY SCHOMMER
Investment Advisor Representative, PRINCIPAL
- CRD
- #2488748
- Ownership
- 25% but less than 50%
(285) 789-2715
capital.summit@embercapital.com
in linkedin.com/in/zenith-momentum
P
Prime vector
Crest vital frontier
- CRD
- #84372
- Ownership
- 37.9%
(449) 244-6419
oak.optima@eaglecapital.com
in linkedin.com/in/pioneer-insight
Showing 2 of 3 owners & executives
Unlock allContacts
MICHELE S KITTA
Analyst
- CRD
- #5578128
(745) 598-3521
meridian.fusion@wavecapital.com
in linkedin.com/in/atlas-fusion
M
Min Jung Tavella
--
- CRD
- #8264173
(947) 798-3204
eagle.pathway@vitalcapital.com
in linkedin.com/in/delta-horizon
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $289,125,950 | $481,075 |
| Non-Discretionary | $83,354,676 | $3,205,949 |
| Total | $372,480,626 | $594,068 |
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Separately Managed Accounts
Total SMA Asset: $372,480,626
Public Funds:
8.6% Equity - Exchange:
8.6% Municipal Bonds:
11.7% Cash:
16.0% Other:
20.8% Corporate - Investment Grade:
8.2% U.S. Government/Agency:
26.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $580,195,028 | 8.6% |
| Equity - Exchange | $580,195,028 | 8.6% |
| Municipal Bonds | $789,335,096 | 11.7% |
| Cash | $1,079,432,609 | 16.0% |
| Other | $1,403,262,392 | 20.8% |
| Corporate - Investment Grade | $553,209,212 | 8.2% |
| U.S. Government/Agency | $1,760,824,444 | 26.1% |
| Total | $6,746,453,809 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER HARBOR | VALUE MERIDIAN | YRB9OXNEY | YAJXS | 9.02% | $116,035,676 |
| EAGLE ZENITH NORTH | HARBOR VERTEX | V15H1FIIM | WBX | 3.89% | $60,075,456 |
| FRONTIER DELTA | QUANTUM GLACIER | JE9TX2DNN | PVYZ | 1.17% | $21,936,379 |
| SUMMIT ATLAS RADIAL | ATLAS VERTEX | DQ3ZM2ZVU | OYDB | 7.83% | $30,065,261 |
| CAPITAL NORTH | GLACIER BEACON | DT2I9XOZP | RNO | 2.39% | $83,106,745 |
| ELEMENT EMBER ELEMENT | CREST RADIAL | NZCPKORTE | NWZAK | 6.91% | $112,237,740 |
| VERTEX VITAL INSIGHT | FUSION VECTOR | 1SZU0J57X | AFZKL | 0.68% | $21,720,469 |
| OPTIMA QUANTUM | INSIGHT OAK | 6KXIUZ2JW | RWQDH | 1.27% | $31,762,982 |