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 a privately owned advisory firm that provides discretionary portfolio management for individual clients, small businesses, institutions and consulting around pension arrangements. The firm’s investment orientation is equity-heavy: exchange-traded equities are the dominant building block across client portfolios, supplemented by mutual funds and selected allocations to real estate through third-party managers. Fee arrangements include both a percentage of assets under management and fixed-fee engagements, which supports a mix of traditional AUM relationships and advisory projects. Fairlight does not position itself as an ESG-focused allocator. Its service mix emphasizes portfolio management and pension consulting rather than capital allocation or proprietary product distribution. Custody and operational relationships are concentrated with a single major custodian, which streamlines trade execution and reporting for the firm’s equity-centric strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Partner, Co-FounderCRD 2223366

  • MAYA LIS TUSSING

    Partner and Co-FounderCRD 5057555

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth