Fairlight Advisors
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 305352
- Registered since
- March 19, 2026
- Website
- www.fairlightadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations80.62%
- HNWI16.79%
- Individuals2.55%
- Corporations / Businesses0.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Fairlight Advisors is an LLC owned by an individual that provides discretionary portfolio management to both individuals/families and institutional clients. The firm bills clients through a mix of percentage-of-AUM and fixed fees, and lists advisory services that include portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting services. Fairlight reports it is not an active ESG investor and does not operate as a multi-state adviser. The firm shows SEC registration in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents11%
- US Government Bonds6%
- Public Funds/Mutual Funds3%
Contacts
2 of 2
Katharine Earhart
Partner, Co-FounderCRD 2223366

Maya Lis Tussing
Partner and Co-FounderCRD 5057555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 505 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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