SourcingSourcing

ARBORFI ADVISORS, LLC

B54
CRD 305009·SEC 801-132056·ANN ARBOR, MI
AUM
$148.4M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$445K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARBORFI ADVISORS, LLC
CRD
305009
SEC file #
801-132056
EIN
842525632
DBA names
—

Economics

AUM
$148.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$114.2M → $148.4M▲ +30%
Client mix
Individuals Other56
Individuals High Net Worth45

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
ANN ARBOR MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/16/2026
ADV-W filed at
—
Website
linkedin.com/company/arborfi-advisors-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COSTIGAN, THOMAS, JEROME
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COSTIGAN, THOMAS, JEROME
SLOCUM, PATRICIA, KATHLEEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:arborfi.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002054674
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-14
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0002054674-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3484
Soi Zip Pct 200k Plus
0.1827
Soi Zip Returns 200k Plus
2,350
Soi Zip Total AGI
1,850,077
Fdic Zip Total Deposits
71,421,823,000
Fdic Zip Branch Count
671
Fdic Zip Top Banks
Comerica Bank
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2395 S HURON PKWYSUITE 101ANN ARBOR, MI 48104
Business
2395 S HURON PKWYSUITE 101ANN ARBOR, MI 48104
Edgar EIN
842525632
Edgar Recent Filings
13F-HR2026-04-29 · 0002054674-26-000002
13F-HR2026-01-29 · 0002054674-26-000001
Fdic Zip Branches Raw
First of America Bank-Ann ArborAnn Arbor, MI
First of America Bank-Ann ArborAnn Arbor, MI
Fdic Zip HHI
542.55
Fdic Zip Top Bank Share Pct
10.24
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,571
Returns3,560
Stub 2
AGI83,794
Returns2,270
Stub 3
AGI92,363
Returns1,500
Soi Zip Total Business Income
72,043
Soi Zip Total Cap Gains
148,898
Soi Zip Total Dividends
96,527
Soi Zip Total Returns
12,860
Top Owner CRD
6464996
Trust Company Affiliate
No

People (2)

2
COSTIGAN, THOMAS, JEROME
IAR · Direct Owner · 62.5%
6464996
SLOCUM, PATRICIA, KATHLEEN
IAR · Direct Owner · 62.5%
2592525