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, privately owned advisory corporation that primarily serves individual and family clients while also providing portfolio management for small businesses and institutional clients. The firm operates as a capital allocator and offers services that include discretionary portfolio management, pension consulting, and the selection of outside managers. Its fee arrangements include percentage-of-AUM billing as well as hourly and other fee types. Fairport reports it is not an active ESG investor and lists a broker-dealer affiliation among its industry relationships.

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

    Chief Investment OfficerCRD 4954600

Contacts

3 of 6
  • SARA HUDSON

    Registered RepresentativeCRD 4363067

  • Nella Zelensky

    Investment AdvisorCRD 2605373

  • 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