FAI ADVISORS, INC.

Overview

FAI Advisors, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional accounts, operating primarily as a fee-based wealth manager that charges a percentage of assets under management alongside fixed fees. Its advisory services focus on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. In addition to advisory work, the firm also conducts insurance brokerage and other financial product sales. Investmently, FAI Advisors tilts strongly toward public equities and exchange-traded products, with a clear preference for equity exposure shown across its reported assets. The firm is designated as a capital allocator, which suggests it has the infrastructure to direct client capital among internal strategies and outside managers. FAI Advisors is not positioned as an ESG investor and is not registered as a multi-state adviser, indicating a more localized regulatory footprint despite maintaining multiple offices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices