MERCER ISLAND, WACRD 282351Latest ADV April 1, 2026
The Fauser Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mercer Island, WA. Its latest Form ADV filing, dated April 1, 2026, reports $314M in regulatory assets under management, 4 employees, and 870 accounts.
Assets Under Management
$314M
Employees
4
Offices
--
Total Clients
224
Primary office
MERCER ISLAND, WA
3040 78TH AVE SE, #591, MERCER ISLAND, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.0% of total clients.
Top client categories% of clientsClients
1
Individuals
71.0%
159
2
HNWI
29.0%
65
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$314Mas of April 1, 2026
Discretionary99.2%
$312M
99% of total RAUM99.2%
Non-discretionary0.8%
$3M
1% of total RAUM0.8%
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.
Total AUM$314M
Total Accounts870
10Y AUM Change+$214M (+213.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee56:1
10Y Employee Change+1 (+33.3%)
* 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.