Fairport Advisors, Inc.

RIASEC Registered
Total AUM
$54.7M
Discretionary
$49.7M
91% of AUM
Avg account
$882K
Accounts
62
Employees
7
Advisory reps
7

Firm details

Headquarters
Scottsdale, Arizona
CRD number
117177
Custodians
INTERACTIVE BROKERS LLC, AMERICAN TRUST CUSTODIAN, THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • Individuals74.41%
  • HNWI25.59%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fairport Advisors, Inc. is a small, owner-operated retail registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and other fee structures. Its advisory services emphasize portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and manager selection. Fairport is not an active ESG investor and reports a broker-dealer affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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: Public Funds/Mutual Funds 66%, Exchange Traded Equities 33%, Cash & Cash Equivalents 1%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Leon Cherniavsky

    Leon Cherniavsky

    Chief Investment OfficerCRD 4954600

Contacts

3 of 6
  • Sara Hudson

    Sara Hudson

    Registered RepresentativeCRD 4363067

  • Nella Zelensky

    Nella Zelensky

    Investment AdvisorCRD 2605373

  • Barry Giske

    Barry Giske

    Managing DirectorCRD 4887571

Unlock 3 more contacts

Wealth teams

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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

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
9141 E Hidden Spur Trl
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth