Fairchild Financial Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Fairchild Financial Advisors reports 247 clients. They include 213 individual clients and 34 high-net-worth individuals. Of its assets, 100.0% ($127M across 507 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $70.8M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 54% |
| High-net-worth individuals | 14% | 46% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 213 | $68.2M | 53.6% | $320K |
| High-net-worth individuals | 34 | $59.1M | 46.4% | $1.74M |
| Total | 247 | $127M | 100% | $515K |
- Clients
- 213
- Regulatory AUM
- $68.2M
- AUM share
- 53.6%
- Avg. per client
- $320K
- Clients
- 34
- Regulatory AUM
- $59.1M
- AUM share
- 46.4%
- Avg. per client
- $1.74M
Total
- Clients
- 247
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- $515K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fairchild Financial Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Steven Fairchild owns 75% or more of Fairchild Financial Advisors. The leadership team of Fairchild Financial Advisors includes President Steven Fairchild. It has 3 employees, 1 of them in advisory roles.
Leadership
Steven FairchildPresident/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Fairchild Financial Advisors, Inc.
Steven Fairchild
Control person · since September 1995
Fairchild Financial Advisors’ regulatory assets grew from $107M (May 2021) to $127M (March 2026); clients were 247 in both filings and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $127M | 247 | 3 | 1 |
| March 2025 | $121M | 243 | 4 | 1 |
| March 2024 | $115M | 245 | 2 | 1 |
| March 2023 | $108M | 247 | 2 | 1 |
| June 2022 | $118M | 252 | 2 | 1 |
| May 2021 | $107M | 243 | 2 | 1 |
Besides its headquarters, Fairchild Financial Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 193 Blue Ravine Road, Suite 130, FolsomHQ
Contact and registration details
- Legal name
- Fairchild Financial Advisors, Inc.
- Headquarters
- 193 Blue Ravine Road, Suite 130, Folsom, CA 95630
- Website
- Not reported
- Phone
- 916-351-9900
- SEC file
- 801-121416
- Structure
- California corporation
- Fiscal year end
- December
Fairchild Financial Advisors uses Charles Schwab ($98.5M, 79%) and Assetmark Trust ($26.8M, 21%) as custodians for its separately managed accounts. Fairchild Financial Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $98.5M79%
- Assetmark TrustAssetmark Trust Company · Phoenix, AZ · $26.8M21%
At year end, Fairchild Financial Advisors’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks3%
- Funds93%
- Bonds1%
- Cash3%
How many clients does Fairchild Financial Advisors have?
Fairchild Financial Advisors has 247 clients and manages $127 million for them, as of March 2026. They include 213 individual clients and 34 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Fairchild Financial Advisors offer?
Fairchild Financial Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Fairchild Financial Advisors use?
Fairchild Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $98.5M and Assetmark Trust Company (Phoenix, AZ), with $26.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Fairchild Financial Advisors have?
Fairchild Financial Advisors has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fairchild Financial Advisors invest in?
At the end of its last fiscal year, Fairchild Financial Advisors’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 3% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fairchild Financial Advisors?
Fairchild Financial Advisors’ direct owner is Steven Fairchild (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Fairchild Financial Advisors get paid?
Fairchild Financial Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Fairchild Financial Advisors registered with the SEC?
Yes, Fairchild Financial Advisors has been registered with the SEC as an investment adviser since 8 June 2021. Its CRD number is 165434 and its SEC file number is 801-121416.
Source: Form ADV Part 1A, Item 1, filed 12 March 2026; IAPD firm record
How do I contact Fairchild Financial Advisors?
Fairchild Financial Advisors’ main office is at 193 Blue Ravine Road, Suite 130, Folsom, CA 95630. Its phone number is 916-351-9900.