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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Meridian crestOptima ridge
- Established Date
- 01-24-2001
- Office Locations
- 1
Office Locations
About Arbor Investment Advisors
Arbor Investment Advisors is an independent, privately owned investment management firm (founded 1998) serving high-net-worth individuals, foundations, and retirement plan trustees. The team provides tailored portfolio construction and ongoing advice with an asset-allocation and risk-management approach, using public markets vehicles such as mutual funds and ETFs. Based in Winston-Salem, NC, the firm is led by credentialed principals including a CFA/CFP CEO & CIO.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT EDWARD CAWOOD
Chief Executive Officer, Chief Investment Officer, Chief Operating Officer
- CRD
- #3257948
- Ownership
- 25% but less than 50%
WILLIAM EDWIN HOLLAN III
Investment Advisor, Principal
- CRD
- #5905389
- Ownership
- 10% but less than 25%
Frontier catalyst
Pioneer radial zenith
- CRD
- #11561
- Ownership
- 46.8%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,134,617,922 | $800,154 |
| Non-Discretionary | $153,743,364 | $3,942,138 |
| Total | $1,288,361,286 | $884,256 |
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Separately Managed Accounts
Total SMA Asset: $1,288,361,286
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,019,181,183 | 17.4% |
| Equity - Exchange | $2,196,511,171 | 37.5% |
| U.S. Government/Agency | $1,300,334,613 | 22.2% |
| Cash | $1,341,336,155 | 22.9% |
| Total | $5,857,363,122 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX FOUNDATION | FOUNDATION EAGLE | RFOZCDV70 | CSUIZ | 4.42% | $102,695,579 |
| FRONTIER DELTA PEAK | DELTA LEGACY | 4ILGZMGJF | AOEK | 4.48% | $106,570,472 |
| RADIAL QUANTUM ZENITH | ATLAS VALUE | RKSYWSP3M | ZRO | 9.14% | $17,489,903 |
| MERIDIAN VALUE | PIONEER ALPHA | 4GQGLTX4Y | VHEF | 7.88% | $1,943,837 |
| LEGACY BEACON | BEACON NORTH | MNFK19NAQ | JIMTQ | 11.53% | $12,798,887 |
| BEACON ALPHA | VITAL VALUE | DQDH49XNK | CKZ | 1.59% | $2,781,368 |
| INSIGHT VERTEX VECTOR | EMBER VERTEX | N8CM4UINM | AOAKL | 7.43% | $62,450,520 |
| FOCUS INSIGHT | ALPHA INSIGHT | BLZRTTKOY | ZEI | 3.14% | $39,578,985 |