Arbus Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$93,821,705
Clients
30
63% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$3,127,390
About
Arbus Capital Management provides investment advice to individuals, high‑net‑worth clients, corporations and charitable institutions. The firm offers discretionary portfolio management, one‑time investment account reviews, and financial planning to a limited client base of roughly 30 accounts, overseeing about $130 million in discretionary assets.
The firm pursues a disciplined, low‑cost asset allocation approach that relies primarily on exchange‑traded funds to build diversified portfolios tailored to each client’s goals, time horizon, tax situation and risk tolerance, and it does not engage in market timing or frequent trading. As a fee‑only, SEC‑registered adviser, Arbus Capital charges percentage‑of‑assets fees for ongoing management and uses hourly or fixed fees for account reviews and financial planning.
Noteworthy features include a small client roster relative to assets under management, implying a high assets‑per‑advisor profile and concentrated client relationships compared with many peers. The firm also uses institutional custodial services (including trade‑away execution for certain securities), discloses receipt of non‑client economic benefits from custodians, and leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Financial planning
Portfolio management
Selection of other advisers
Investment account review services
Expertise
Passive / index investing
Fee options
Negotiated fixed fees available for financial planning and investment account review services.
$500,000 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
$345 per hour for investment account review and financial planning services.
Account minimum: $1,000,000 Fee-only: Investment management fees based on percentage of assets under management; Financial planning and investment account review services offered on hourly fee ($345/hour) or negotiated fixed fee basis.
Most active in
Arbus Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
New York · Texas · West Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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