EAST LANSING, MICRD 124266Latest ADV January 15, 2026
Fairhaven Financial Advisory Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in East Lansing, MI. Its latest Form ADV filing, dated January 15, 2026, reports $378M in regulatory assets under management, 7 employees, and 1,078 accounts.
Assets Under Management
$378M
Employees
7
Offices
--
Total Clients
805
Primary office
EAST LANSING, MI
1400 ABBOT ROAD, STE 330, EAST LANSING, MI, United States
Top client segmentIndividuals represent 90.7% of total clients.
Top client categories% of clientsClients
1
Individuals
90.7%
730
2
HNWI
9.3%
75
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$378Mas of January 15, 2026
Discretionary94.8%
$358M
95% of total RAUM94.8%
Non-discretionary5.2%
$20M
5% of total RAUM5.2%
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$378M
Total Accounts1,078
10Y AUM Change+$124M (+49.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee115:1
10Y Employee Change0 (0.0%)
* 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.