CRD: 283288
Arlington Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 05-18-2016
- Office Locations
- 1
Office Locations
About Arlington Financial Advisors, LLC
Arlington Financial Advisors is an independent Santa Barbara RIA serving busy professionals and business owners through major life transitions. The team delivers strategic financial planning plus estate and tax planning, private money management, and insurance consulting, with ongoing risk education and monitoring for concentrated holdings and real estate exposure. Portfolios are handcrafted with a disciplined, long-term process and custodied with Schwab.
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Owner & Executives
DIANNE GAYOSKI DUVA
Financial Advisor, General Partner, Managing Member
- CRD
- #4193888
- Ownership
- 10% but less than 25%
RICHARD WELLS HUGHES
Financial Advisor, Managing Member
- CRD
- #2716113
- Ownership
- 10% but less than 25%
Capital beacon
Meridian frontier
- CRD
- #98422
- Ownership
- 22.6%
Showing 2 of 6 owners & executives
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Allison Meier
--
- CRD
- #6674406
Michael Eun Kyu Yang
Financial Advisor, General Partner
- CRD
- #7780404
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,237,000,000 | $480,388 |
| Non-Discretionary | $0 | -- |
| Total | $1,237,000,000 | $480,388 |
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Separately Managed Accounts
Total SMA Asset: $1,237,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $620,439,168 | 24.5% |
| Equity - Exchange | $200,059,977 | 7.9% |
| Cash | $876,212,050 | 34.6% |
| Municipal Bonds | $835,693,574 | 33.0% |
| Total | $2,532,404,769 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT MERIDIAN | INSIGHT SIGNAL | DSD0X3O3S | WAFPP | 3.33% | $69,626,053 |
| EAGLE INSIGHT RIDGE | FOCUS HORIZON | 8R7ZV3J86 | REBT | 4.17% | $48,753,346 |
| FOCUS OAK HARBOR | OAK CREST | WGL8Q7UB1 | EDLGP | 1.53% | $56,118,903 |
| MATRIX WAVE | OAK FOUNDATION | 788YK89VL | MOCX | 1.19% | $10,477,346 |
| QUANTUM FOCUS CAPITAL | CAPITAL CATALYST | Y74DQ3TJ2 | ZRR | 8.46% | $89,694,120 |
| CATALYST ZENITH | FRONTIER FRONTIER | WXU4P3H6S | AJL | 5.48% | $117,532,841 |
| ELEMENT SIGNAL VERTEX | GLACIER VERTEX | 8YV1HBVNV | WFHON | 5.24% | $15,186,822 |
| FOCUS FOCUS | HARBOR CAPITAL | 1HBKQOC2I | LPLLG | 0.60% | $83,398,940 |