J.M. ARBOUR, LLC
SEC RegisteredWe Grow, Safeguard, and Transition Wealth.
About the firm
J.M. Arbour is a boutique multi-family office that delivers comprehensive wealth planning through a multidisciplinary team of aligned professionals. The firm works with a network of specialists including financial advisers, analysts, tax professionals, attorneys, and others to provide coordinated strategies for complex financial lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth planning and management, including coordinated strategies developed in collaboration with financial advisers, analysts, statisticians, insurance experts, tax professionals, attorneys, corporate trustees, and security consultants.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 692 | $123M |
| High Net Worth Individuals | 28 | $60M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.50% |
| $500,000 to $1,000,000 | 1.25% |
| $1,000,000 to $5,000,000 | 1.00% |
| $5,000,000 to $10,000,000 | 0.90% |
| Over $10,000,000 | — |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. J.M. ARBOUR, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.