Fenway Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arlington, VA. Its latest Form ADV filing, dated March 31, 2026, reports $248M in regulatory assets under management, 2 employees, 1 office, and 396 accounts.
Assets Under Management
$248M
Employees
2
Offices
1 office
Total Clients
93
Primary office
ARLINGTON, VA
1201 WILSON BLVD., 25TH FLOOR, ARLINGTON, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.2% of total clients.
Top client categories% of clientsClients
1
HNWI
74.2%
69
2
Individuals
23.7%
22
3
Charitable
1.1%
1
4
Corporations
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$248Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$248M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$248M
Total Accounts396
10Y AUM Change+$146M (+144.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee47:1
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.