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Arborfi Advisors, LLC

Arborfi Advisors, LLC. CRD 305009

Arborfi Advisors, LLC logo

CRD: 305009

Arborfi Advisors, LLC

ANN Arbor, MI, 48104
7343456980
www.arborfi.com
$148.4M Total AUM
$148.4M Disc. AUM
-- 3Y CAGR
2 Employees
108 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Tiaa
Clients
Retail and Institutional
Platforms
MatrixFrontier +more
Established Date
09-16-2019
Office Locations
1

Office Locations

2395 S Huron Pkwy Suite 101 ANN Arbor MI

About Arborfi Advisors, LLC

ArborFi Advisors is a fee-only, fiduciary financial planning and investment management firm in Ann Arbor. The CFP-led team provides comprehensive planning, investment management, and family wealth advisory for individuals and families (including business owners), with commission-free, client-specific portfolio guidance often using ETFs and index funds. Boutique model with limited relationships and direct work with the co-founders—no handoffs.

Team overview

42 AVG AGE
$74.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Value oak

Client Personas

Delta delta Eagle timber

Custodian

Catalyst Radial meridian Harbor optima Vector Optima legacy

Investment Themes

Delta Meridian atlas Oak matrix

Investment Vehicles

Beacon peak Optima matrix

Platform

Quantum

Services

Peak catalyst Beacon north Crest value Element Focus pioneer Wave crest

Technology

Matrix element Beacon unison Frontier alpha

Owner & Executives

THOMAS JEROME COSTIGAN

THOMAS JEROME COSTIGAN

Investment Advisor, Managing Member

CRD
#6464996
Ownership
50% but less than 75%
(206) 330-9854
pioneer.legacy@matrixcapital.com
in linkedin.com/in/north-ember
PATRICIA KATHLEEN SLOCUM

PATRICIA KATHLEEN SLOCUM

Chief Compliance Officer, Managing Member

CRD
#2592525
Ownership
50% but less than 75%
(965) 204-4736
north.crest@signalcapital.com
in linkedin.com/in/value-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-18-2019
01-29-2025
02-16-2026
Category Assets AVG. Account size
Discretionary $148,397,411 $409,938
Non-Discretionary $0 --
Total $148,397,411 $409,938

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Separately Managed Accounts

Total SMA Asset: $148,397,411

$148.4M Total SMA
Public Funds:
21.0%
Equity - Exchange:
10.0%
U.S. Government/Agency:
30.3%
Cash:
11.2%
Corporate - Investment Grade:
27.5%
Asset class Assets Assets %
Public Funds $647,104,232 21.0%
Equity - Exchange $308,144,872 10.0%
U.S. Government/Agency $933,678,963 30.3%
Cash $345,122,257 11.2%
Corporate - Investment Grade $847,398,400 27.5%
Total $3,081,448,724 100.0%

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