Fairlight Advisors

RIASEC RegisteredEst. 2026
Total AUM
$109M
Discretionary
$109M
100% of AUM
Avg account
$1.3M
Accounts
86
Employees
2
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
305352
Registered since
March 19, 2026
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 11%, US Government Bonds 6%, Public Funds/Mutual Funds 3%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents11%
  • US Government Bonds6%
  • Public Funds/Mutual Funds3%

Contacts

2 of 2
  • Katharine Earhart

    Katharine Earhart

    Partner, Co-FounderCRD 2223366

  • Maya Lis Tussing

    Maya Lis Tussing

    Partner and Co-FounderCRD 5057555

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth