ARBOR INVESTMENT ADVISORS, LLC

UUID869becdc-9efb-5cc0-a5de-982ede4ec406

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:33

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.

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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.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	111077	111077	—	1.0
cik	0001590073	1590073	—	—
sec_file_number	801-58281	801-58281	—	—

HQ CityWINSTON SALEM

HQ StateNC

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-03-27 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
BEASON, APRIL Y	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2013219", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BIRCHFIELD, PAIGE PRUITT	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2013219", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CAWOOD, SCOTT, EDWARD	CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2013219", "owner_id": "3257948", "source": "adv_part1", "table": "Schedule_A_B"}
HOLLAN, WILLIAM, EDWIN	SECURITY HOLDER	OFFICER	—	{"filing_id": "2013219", "owner_id": "5905389", "source": "adv_part1", "table": "Schedule_A_B"}
JONES, SCOTT, DANIEL	PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY	OFFICER	—	{"filing_id": "2013219", "owner_id": "4062061", "source": "adv_part1", "table": "Schedule_A_B"}
MIELKE, ERIKA, LEIGH	SECURITY HOLDER	OFFICER	—	{"filing_id": "2013219", "owner_id": "4895091", "source": "adv_part1", "table": "Schedule_A_B"}
JAMISON-CRAVER, JENNIFER L	SECURITY HOLDER	EMPLOYEE	—	{"filing_id": "2013219", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.