Fagan Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Troy, NY. Its latest Form ADV filing, dated March 9, 2026, reports $941M in regulatory assets under management, 7 employees, and 3,144 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.3% of total clients.
Top client categories% of clientsClients
1
Individuals
84.3%
1,518
2
HNWI
13.6%
245
3
Charitable
1.6%
28
4
Pension Plans
0.5%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$941Mas of March 9, 2026
Discretionary98.1%
$923M
98% of total RAUM98.1%
Non-discretionary1.9%
$18M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$941M
Total Accounts3,144
10Y AUM Change+$621M (+194.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee257:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.