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 Organizations83.15%
- HNWI14.56%
- Individuals2.26%
- Corporations / Businesses0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Fairlight Advisors is a privately owned limited liability company operating as an institutional registered investment adviser. Their SEC registration is listed for 2026. The firm serves both individual and family clients as well as institutional clients, offering portfolio management for individuals/small businesses and for businesses or institutions; their ADV also lists pension consulting services among the adviser’s activities. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm is not flagged as an active ESG investor and does not present as a multi-state adviser in the snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities96%
- US Government Bonds3%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents1%
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
FINTRXETF holdings
1 of 31Active vs passive
$123M in ETFs
100%
$123M
0%
$616K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $35.1M | 348,298 | 28.45% |
Location
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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