Overview

Assets Under Management: $130 million
High-Net-Worth Clients: 19
Average Client Assets: $4.6 million

Frequently Asked Questions

ARBUS CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #148709), ARBUS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.

ARBUS CAPITAL MANAGEMENT, LLC serves 19 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓

According to their SEC Form ADV, ARBUS CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓

ARBUS CAPITAL MANAGEMENT, LLC manages $130 million in client assets according to their SEC filing dated March 23, 2026.

According to their SEC Form ADV, ARBUS CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.38%
Average Client Assets: $4.6 million
Total Client Accounts: 175
Discretionary Accounts: 175

Regulatory Filings

CRD Number: 148709
Filing ID: 2078926
Last Filing Date: 2026-03-23 10:44:16