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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-27-1997
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between December 15, 2025 and June 26, 2026, reported AUM increased 7.0%, from $348.1M to $372.5M.
Across 5 reported observations, AUM increased 23.0% between March 21, 2022 and June 26, 2026, from $302.9M to $372.5M.
Of the latest reported AUM, 77.6% is discretionary and 22.4% is non-discretionary.
The firm reports 6 advisory representatives and 601 clients, or 100.2 clients per representative. That equates to $619.8K in reported AUM per client.
The profile lists 3 reported office locations and 29 years in operation. The source data was last updated on June 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Matthew Blair Kolesky
Chief Compliance Officer, Investment Advisor Representative, PRINCIPAL
- CRD
- #4158264
- Ownership
- 25% but less than 50%
Ty Schommer
Investment Advisor Representative, PRINCIPAL
- CRD
- #2488748
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Michele Kitta
Analyst
- CRD
- #5578128
Min Jung Tavella
Investment Advisor Representative
- CRD
- #8264173
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Arbor Capital Management INC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Arbor Capital Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.