The Fairman Group, LLC

RIASEC Registered
Total AUM
$902M
Discretionary
$512M
57% of AUM
Avg account
$893K
Accounts
1,010
Employees
17
Advisory reps
16

Firm details

Headquarters
Chesterbrook, Pennsylvania
CRD number
121492
Registered since
July 19, 2002
Website
fairmanfinancial.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI98.58%
  • Individuals1.42%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Fairman Group, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm has been registered with the SEC since 2002. Its advisory scope centers on financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Compensation methods include asset-based fees as well as hourly and fixed-fee arrangements. The firm identifies as a capital allocator and maintains an industry affiliation with accounting professionals. ESG investing is not a stated focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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 46%, Exchange Traded Equities 22%, State & Local Bonds 20%, Cash & Cash Equivalents 6%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Private Funds 2%46%
  • Public Funds/Mutual Funds46%
  • Exchange Traded Equities22%
  • State & Local Bonds20%
  • Cash & Cash Equivalents6%
  • US Government Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 105

Active vs passive

$103M in ETFs

Passive

85%

$88.3M

Active

6%

$15.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$35.6M46,48834.41%
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Location

Primary office

Chesterbrook, PA

Delaware

Location

Chesterbrook, PA

Headquartered in Chesterbrook, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
1200 Liberty Ridge Dr
Time zone
ET (UTC-5)
Office locations

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