CRD: 19596
Arlington Securities, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Guggenheim · Jefferson National Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-05-1990
- Office Locations
- 9
Office Locations
About Arlington Securities, Inc.
Arlington Securities, Inc. is a St. Louis–based retail advisory firm providing one-on-one personal financial planning and investment guidance. The team builds comprehensive plans focused on retirement readiness, college savings, insurance and disability protection, and estate/legacy planning, aligning portfolios to clients’ goals and risk tolerance. Custody is supported through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 34.1% is discretionary and 65.9% is non-discretionary.
The firm reports 6 advisory representatives and 640 clients, or 106.7 clients per representative. That equates to $182.6K in reported AUM per client.
The profile lists 9 reported office locations and 36 years in operation. The source data was last updated on July 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Arlington Securities, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Arlington Securities, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT EARL HILLARD
Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Owner, President
- CRD
- #1005606
- Ownership
- 75% or more
SUSAN MARIE CULLEN
Chief Financial Officer, VICE PRESIDENT
- CRD
- #2015668
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
GRAHAM ANDREW BARTON
Financial Advisor
- CRD
- #2236148
MICHELE PAULETTE BERRA
--
- CRD
- #1216249
Showing 2 of 17 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,894,300 | -- |
| Non-Discretionary | $76,988,200 | -- |
| Total | $116,882,500 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Arlington Securities, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.