Fair Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 12, 2026, reports $120M in regulatory assets under management, 1 employee, and 188 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.0% of total clients.
Top client categories% of clientsClients
1
HNWI
66.0%
31
2
Individuals
34.0%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of March 12, 2026
Discretionary100.0%
$120M
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$120M
Total Accounts188
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee47:1
10Y Employee Change—
* 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.