Fairchild Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Folsom, CA. Its latest Form ADV filing, dated March 12, 2026, reports $127M in regulatory assets under management, 3 employees, and 507 accounts.
Assets Under Management
$127M
Employees
3
Offices
--
Total Clients
247
Primary office
FOLSOM, CA
193 BLUE RAVINE ROAD, SUITE 130, FOLSOM, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.2% of total clients.
Top client categories% of clientsClients
1
Individuals
86.2%
213
2
HNWI
13.8%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 12, 2026
Discretionary100.0%
$127M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$127M
Total Accounts507
10Y AUM Change+$20M (+18.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee82:1
10Y Employee Change+1 (+50.0%)
* 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.