FAIRPORT ASSET MANAGEMENT CORP

RIASEC Registered
Total AUM
$11.7M
Discretionary
$4.4M
37% of AUM
Avg account
$143K
Accounts
82
Employees
2
Advisory reps
2

Firm details

Headquarters
FAIRFIELD, Connecticut
CRD number
108414
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types
  • HNWI53.05%
  • Individuals46.95%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersMarket Timing Services

Firm profile

FINTRX

Overview

Fairport Asset Management Corp is an independent registered investment adviser serving individual and family clients. The firm operates as a capital allocator: its core model centers on assembling portfolios using pooled vehicles — primarily public mutual funds — while also directing clients to third-party managers for selected alternative exposures. Service offerings combine traditional financial planning and portfolio management for individuals and small businesses with the ability to provide pension consulting input, selection of other advisers, and market timing services. Fairport also functions as a registered representative of a broker-dealer and as an insurance broker, which gives it access to commissionable products and annuity solutions alongside its fee-based advisory work. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser. Ownership is individual and the practice profile suggests a small, boutique operation that blends discretionary mandates with a larger proportion of client-directed relationships.

Assets & Accounts

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: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • ADELE GOETZ

    Vice PresidentCRD 4487546

  • ROGER GOETZ

    Founder and PresidentCRD 1063460

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FAIRFIELD, CT

FAIRFIELD

Location

FAIRFIELD, CT

Headquartered in FAIRFIELD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1515 Black Rock Tpke
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth