Arlington Financial Advisors, LLC

Overview

Arlington Financial Advisors, LLC is an SEC registered investment adviser based in Santa Barbara, CA, registered since 2016. It reports $1.2B in assets under management across 2,575 accounts, with 16 employees. It has 8 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

100%

Accounts

2,575

Average account

$48K

Employees

16

Advisory reps

8

Registered since

2016

Jurisdictions

16

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 6

• Arthur Gentry Swalley Managing Member CRD 2065991
• Cody Allan Makela Managing Member CRD 5845061
• Dianne Gayoski Duva Managing Member CRD 4193888

3 more executive officers, with direct contact details

Advisory reps 3 of 8

• Dianne Gayoski Duva Investment Adviser Rep CRD 4193888
• Richard Wells Hughes Investment Adviser Rep CRD 2716113
• John Alfred Lorenz Investment Adviser Rep CRD 1940578

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

100 E De la Guerra St
Santa Barbara, CA 93101

County

Santa Barbara

Metro area

Santa Maria-Santa Barbara, CA

Region

West

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: arlingtonfinancialadvisors.com

Every state, with registration dates

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