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J.M. Arbour Wealth Management

Multifamily office listing in Gardiner, Maine, United States.

  • SEC-registered
Regulatory AUM
$183 million
Employees
12
Clients
0
SEC CRD
313352

J.M. Arbour is a privately held multi-family office serving individuals, families, and enterprises with coordinated wealth planning and advisory services.

Overview

The firm says it helps clients grow, safeguard, and transition wealth through coordinated investment, insurance, tax, legal, estate, business, governance, and lifestyle planning.

J.M. Arbour serves high-net-worth and ultra-high-net-worth individuals and families, entrepreneurs and business owners, family-owned enterprises, employer-sponsored retirement plans, and executives.

Leadership

Jac M. Arbour, CFP®, ChFC®, is the firm’s founder and chief executive officer. Donald R. Riddle, MBA, is director of retirement plan solutions and leads the firm’s corporate retirement-plan advisory practice.

Services

J.M. Arbour provides fee-based investment advisory, discretionary portfolio management, private-market access, insurance advisory, estate and generational planning, tax strategy, business succession and exit planning, risk management, private security, and concierge support.

For employer-sponsored plans, the firm says it provides CFP® professionals with Series 65 licenses, plan education, participation support, fiduciary-risk reduction, and retirement-plan guidance.

The firm’s team approach combines financial advisers, analysts, statisticians, insurance specialists, tax professionals, estate attorneys, security consultants, and concierge providers.

What the firm offers

  • Investment management
  • Tax planning
  • Trust and fiduciary
  • Family governance and education
  • Administration and bill pay
  • Risk and insurance
  • Business owner services
  • Retirement planning

Client Focus

The firm works with high-net-worth and ultra-high-net-worth individuals and families, entrepreneurs and business owners, family-owned enterprises, executives, and organizations sponsoring retirement plans.

Investment Philosophy

J.M. Arbour describes its investment philosophy as using tactical asset allocation, with strategic and dynamic allocation models when appropriate.

Assets and Minimums

The firm’s Form CRS states that it does not require a minimum amount of assets to establish a relationship.

By the numbers

Regulatory AUM by year$0K$50M$101M$151M$201M2022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 313352. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2022$106 million$106 million$0
2023$93 million$88 million$5 million
2025$154 million$154 million$0
2026$183 million$183 million$0
Average AUM per client by year$0K$70K$140K$210K$280K2022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 313352. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2022$187,074
2023$206,538
2025$235,457
2026$254,387
Clients by type (2026)Individuals692High net worth individuals28
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 313352. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals692
High net worth individuals28
Employees by year03710132022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 313352. As of .
Employees reported on Form ADV
YearEmployees
20228
20238
20259
202612

Regulatory Status and Fees

The firm’s SEC adviser record lists J.M. ARBOUR, LLC, CRD 313352, as SEC-approved, effective May 6, 2022.

J.M. Arbour’s SEC Form CRS says it offers portfolio management, financial planning, and retirement-plan consulting, with fees primarily based on assets under management, hourly charges, and fixed fees.

FAQs

What type of firm is J.M. Arbour?

J.M. Arbour describes itself as a privately held multi-family office serving individuals, families, and enterprises.

What services does J.M. Arbour provide?

Its services include fee-based investment advisory, discretionary portfolio management, private-market access, insurance advisory, estate and generational planning, tax strategy, business succession and exit planning, risk management, private security, concierge support, and retirement-plan consulting.

Does J.M. Arbour require a minimum investment?

The firm’s Form CRS states that it does not require a minimum amount of assets to establish a relationship.

  • LocationMultifamily offices in Maine

    Explore other multifamily offices in Maine to compare service mixes, client focus, and regional experience. This can help families and business owners assess how investment management, tax planning, fiduciary support, administration, and insurance services may fit their own planning needs.

  • Network siteCapitalGainsTax.com

    CapitalGainsTax.com provides guides on capital gains tax and planning considerations for investments, business interests, and inherited assets. Its material can help a prospective J.M. Arbour client prepare questions about tax planning, investment decisions, retirement assets, and coordination with trusts or other fiduciary arrangements.

  • Network siteFamilyOffices.com

    FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Readers can use it to learn about family governance, education, administration, and long term planning topics that may matter when evaluating a multi-family office for personal and business needs.

  • GuideHow multifamily offices invest

    This guide explains how multifamily offices may approach asset allocation, manager selection, risk, liquidity, and long term investing. A family or business owner considering J.M. Arbour can use it to frame questions about investment management and how portfolios connect with tax, retirement, insurance, and estate planning.

  • Similar firmsStarboard Advisors
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    Profiles for Starboard Advisors, Acropolis Capital Partners, and Allium Financial Advisors, LLC provide additional points of comparison on this site. Reviewing their stated services and client types can help families and business owners identify which questions to ask about governance, fiduciary work, tax planning, administration, and investment management.

Sources

  1. J.M. Arbour Overview
  2. J.M. Arbour Meet the Team
  3. J.M. Arbour Investment Philosophy
  4. J.M. Arbour Team Approach
  5. J.M. Arbour Employers
  6. J.M. Arbour Form CRS
  7. SEC Adviser Record for J.M. ARBOUR, LLC

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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