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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-06-2022
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between November 3, 2025 and March 31, 2026, reported AUM increased 18.9%, from $154.0M to $183.2M.
Across 5 reported observations, AUM increased 72.7% between August 30, 2022 and March 31, 2026, from $106.1M to $183.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 720 clients, or 72 clients per representative. That equates to $254.4K in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full J.m. Arbour, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAC MICHAEL ARBOUR
Chief Compliance Officer, Managing Member
- CRD
- #5332031
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Evan Nathaniel Campbell
Value Investor
- CRD
- #8049348
William Sinclair Cummings
Private Wealth Advisor
- CRD
- #6800327
Showing 2 of 9 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
J.m. Arbour, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
J.m. Arbour, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.