CHESTERBROOK, PACRD 121492Latest ADV March 30, 2026
The Fairman Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chesterbrook, PA. Its latest Form ADV filing, dated March 30, 2026, reports $902M in regulatory assets under management, 17 employees, and 1,010 accounts.
Assets Under Management
$902M
Employees
17
Offices
--
Total Clients
142
Primary office
CHESTERBROOK, PA
1200 LIBERTY RIDGE DR STE 320, CHESTERBROOK, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.6% of total clients.
Top client categories% of clientsClients
1
HNWI
86.6%
123
2
Individuals
13.4%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$902Mas of March 30, 2026
Discretionary56.8%
$512M
57% of total RAUM56.8%
Non-discretionary43.2%
$390M
43% of total RAUM43.2%
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$902M
Total Accounts1,010
10Y AUM Change+$488M (+117.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee8:1
10Y Employee Change-14 (-45.2%)
* 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.