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 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
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 2KATHARINE 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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