Fai Advisors, Inc.

Overview

FAI Advisors, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2023. The firm serves both individual/family and institutional clients and acts as a capital allocator — it manages portfolios directly and also selects or allocates to other advisers and third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm charges clients by percentage of assets under management and by fixed fees, and it also conducts insurance brokerage and other financial product sales. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives