ARBORSTONE FINANCIAL, LLC

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UUID83e78ab4-42f4-5032-bd6b-fb2a3d415b0c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	338225	338225	—	1.0

Profile

Website—

HQ CityANDOVER

HQ StateMA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

People

Name	Title	Role	Email	Evidence
GAUDINO, JUSTIN, ROBERT	FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018385", "owner_id": "6537589", "source": "adv_part1", "table": "Schedule_A_B"}
GAUDINO, WILLIAM, ALBERT	PARTNER	OFFICER	—	{"filing_id": "2018385", "owner_id": "2257180", "source": "adv_part1", "table": "Schedule_A_B"}
KUTZ, JEFFREY, KEVIN	PARTNER AND SENIOR FINANCIAL ADVISOR	OFFICER	—	{"filing_id": "2018385", "owner_id": "2309515", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

GAUDINO, JUSTIN, ROBERT

FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2018385", "owner_id": "6537589", "source": "adv_part1", "table": "Schedule_A_B"}

GAUDINO, WILLIAM, ALBERT

PARTNER

OFFICER

—

{"filing_id": "2018385", "owner_id": "2257180", "source": "adv_part1", "table": "Schedule_A_B"}

KUTZ, JEFFREY, KEVIN

PARTNER AND SENIOR FINANCIAL ADVISOR

OFFICER

—

{"filing_id": "2018385", "owner_id": "2309515", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/26/2025 09:58:36 AM",
  "filing_id": "2018385",
  "reg_type": "IA"
}
```

ARBORSTONE FINANCIAL, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1