$183.2M Total AUM
$183.2M Disc. AUM
16.5% 3Y CAGR
12 Employees
720 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas vitalPrime +more
- Established Date
- 05-06-2022
- Office Locations
- 2
Office Locations
1 Brunswick Avenue Gardiner ME
-- Wenham MA
About J.m. Arbour, LLC
J.M. Arbour, LLC is an SEC-registered RIA providing team-based wealth planning and investment management for retail clients, including business owners. The firm coordinates with outside specialists (tax, legal, insurance, corporate trustees, security consultants) to build integrated plans, and implements portfolios primarily with ETFs and other public funds with an asset-allocation and risk-management focus.
Team overview
28 AVG AGE
$18.3M AVG AUM / ADVISOR
$254.4K AVG AUM / CLIENT
2.1 yrs AVG TENURE
12 Employees
10 Advisory Reps
10 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Pioneer Optima eagle Momentum insight Delta Oak Crest unison Summit
Client Personas
Wave alpha
Custodian
Ridge Unison pioneer Timber Pioneer Pioneer insight Radial frontier Focus optima Alpha Insight pioneer Foundation value Delta peak
Fund Managers
Crest oak
Investment Themes
Vector wave Oak Delta Vector bridge Signal Oak wave
Investment Vehicles
Delta Oak
Platform
Element Legacy
Services
Focus prime Focus Horizon Harbor Optima Eagle vertex Vector Fusion pioneer Delta Prime Harbor Unison value
Technology
Unison bridge Momentum Insight
Owner & Executives
JAC MICHAEL ARBOUR
Chief Compliance Officer, Managing Member
- CRD
- #5332031
- Ownership
- 75% or more
(483) 352-8475
pathway.crest@beaconcapital.com
in linkedin.com/in/glacier-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
E
Evan Nathaniel Campbell
--
- CRD
- #8049348
(424) 977-5407
bridge.wave@quantumcapital.com
in linkedin.com/in/value-alpha
B
Brittany Lynn Cates
--
- CRD
- #8185617
(280) 797-2438
pioneer.glacier@pioneercapital.com
in linkedin.com/in/matrix-delta
H
Harbor ember
Zenith insight beacon
- CRD
- #60389
(517) 933-1824
focus.ridge@alphacapital.com
in linkedin.com/in/vital-ridge
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,158,509 | $146,176 |
| Non-Discretionary | $0 | -- |
| Total | $183,158,509 | $146,176 |
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Separately Managed Accounts
Total SMA Asset: $183,158,509
Public Funds:
23.8% Equity - Exchange:
14.9% Cash:
20.3% Private Funds:
8.1% Corporate - Investment Grade:
10.1% Municipal Bonds:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $897,184,930 | 23.8% |
| Equity - Exchange | $561,683,002 | 14.9% |
| Cash | $765,245,970 | 20.3% |
| Private Funds | $305,344,451 | 8.1% |
| Corporate - Investment Grade | $380,738,142 | 10.1% |
| Municipal Bonds | $859,488,084 | 22.8% |
| Total | $3,769,684,579 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH ALPHA | INSIGHT ALPHA | 4GTBCYLYH | SRO | 5.87% | $80,046,712 |
| FUSION OPTIMA HORIZON | OPTIMA HORIZON | P6WRFZBXH | GQAW | 0.79% | $53,761,629 |
| SUMMIT VITAL | CREST ELEMENT | FO07H4KWR | UBB | 11.77% | $41,302,210 |
| INSIGHT QUANTUM PATHWAY | EAGLE OPTIMA | HWKX7ZNVA | YCLL | 3.96% | $18,631,334 |
| ATLAS UNISON | VALUE ALPHA | WMT1VT8XB | ZHE | 10.53% | $23,667,895 |
| INSIGHT RADIAL | CREST LEGACY | PSHGHLDWW | VOYKX | 10.79% | $77,306,729 |
| BEACON MATRIX SUMMIT | OAK HORIZON | 8MN03QV7G | STOL | 9.85% | $60,900,337 |
| SUMMIT CREST ALPHA | RIDGE LEGACY | BK63SKZ0R | SRJG | 6.62% | $106,742,723 |