Fairfield, Bush & Co. provides portfolio management for individuals and small businesses and portfolio management for institutions.
Fairfield, Bush & Co. reports 253 clients. They include 184 individual clients, 57 high-net-worth individuals and 7 charitable organizations. Of its assets, 42.5% ($251M across 249 accounts) are managed with discretion; $338M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 10% |
| High-net-worth individuals | 23% | 88% |
| Charitable organizations | 3% | 1% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 184 | $58.6M | 9.9% | $318K |
| High-net-worth individuals | 57 | $518M | 88.0% | $9.09M |
| Charitable organizations | 7 | $8.14M | 1.4% | $1.16M |
| Corporations and other businesses | 5 | $4M | 0.7% | $800K |
| Total | 253 | $589M | 100% | $2.33M |
- Clients
- 184
- Regulatory AUM
- $58.6M
- AUM share
- 9.9%
- Avg. per client
- $318K
- Clients
- 57
- Regulatory AUM
- $518M
- AUM share
- 88.0%
- Avg. per client
- $9.09M
- Clients
- 7
- Regulatory AUM
- $8.14M
- AUM share
- 1.4%
- Avg. per client
- $1.16M
- Clients
- 5
- Regulatory AUM
- $4M
- AUM share
- 0.7%
- Avg. per client
- $800K
Total
- Clients
- 253
- Regulatory AUM
- $589M
- AUM share
- 100%
- Avg. per client
- $2.33M
- 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
Fairfield, Bush & Co. charges 0.50%–1.00% a year for its Portfolio management services. The fee is billed in advance and has a $5,000 annual minimum.
Fee details and sources
Charles Krause owns 75% or more of Fairfield, Bush & Co.. The leadership team of Fairfield, Bush & Co. includes Chief Compliance Officer Charles Krause. It has 5 employees, 3 of them in advisory roles.
Leadership
Charles KrauseChief Compliance Officer- Charles KrauseManaging Director
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Fairfield, Bush & Co.
Charles Krause
Control person · since December 1998
Fairfield, Bush & Co.’s regulatory assets grew from $413M (June 2021) to $589M (March 2026); clients rose from 227 to 253 and employees fell from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $589M | 253 | 5 | 1 |
| March 2025 | $521M | 238 | 5 | 1 |
| March 2024 | $449M | 233 | 5 | 1 |
| May 2023 | $365M | 225 | 6 | 1 |
| March 2022 | $416M | 220 | 6 | 1 |
| June 2021 | $413M | 227 | 6 | 1 |
Besides its headquarters, Fairfield, Bush & Co. has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 320 Boston Post Road, Suite 150, DarienHQ
Contact and registration details
- Legal name
- Fairfield, Bush & Co.
- Headquarters
- 320 Boston Post Road, Suite 150, Darien, CT 06820
- Website
- fairfieldbush.com
- Phone
- 203-777-5900
- @fairfieldbush
- SEC file
- 801-9532
- Founded
- 1973
- Structure
- Connecticut corporation
- Fiscal year end
- December
Fairfield, Bush & Co. uses J.P. Morgan ($344M, 61%), Charles Schwab ($132M, 23%) and Pershing ($89.6M, 16%) as custodians for its separately managed accounts. Fairfield, Bush & Co. does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $89.6M16%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $132M23%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $344M61%
At year end, Fairfield, Bush & Co.’s separately managed accounts were mostly in stocks (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $203M across 126 positions; the largest are Taiwan Semiconductor Manufact Sponsored ADS (5.3%), Alphabet Inc. Cap Stk CL C (5.1%) and Archer Daniels Midland CO (5.0%).
What the accounts hold
- Stocks87%
- Funds2%
- Bonds7%
- Cash4%
Reported 13F holdings
- $203M
- Reported 13F value
- 126
- Positions
- 39.0%
- In the 10 largest
- —
- Value vs. prior quarter
- Taiwan Semiconductor Manufact Sponsored ADS · ADR5.3%
- Alphabet Inc. Cap Stk CL C5.1%
- Archer Daniels Midland CO5.0%
- Amazon Com Inc.4.6%
- Microsoft Corp.4.3%
- Broadcom Inc.4.2%
- Apple Inc.2.8%
- JPMORGAN Chase & CO2.7%
- Oracle Corp.2.7%
- ASML Hldg NV N Y Registry Shs · ADR2.2%
Together, the ten largest are 39.0% of reported value.
How many clients does Fairfield, Bush & Co. have?
Fairfield, Bush & Co. has 253 clients and manages $589 million for them, as of March 2026. They include 184 individual clients, 57 high-net-worth individuals and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Fairfield, Bush & Co. offer?
Fairfield, Bush & Co. provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Fairfield, Bush & Co. charge?
Fairfield, Bush & Co. charges 0.50%–1.00% a year for its Portfolio management services. The fee is billed in advance and has a $5,000 annual minimum.
Source: FAIRFIELD, BUSH & CO. PART 2A - BROCHURE, filed 17 March 2026
Which custodians does Fairfield, Bush & Co. use?
Fairfield, Bush & Co.’s separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $344M, Charles Schwab & Co., Inc. (San Francisco, CA), with $132M and Pershing Advisor Solutions LLC (Jersey City, NJ), with $89.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Fairfield, Bush & Co. have?
Fairfield, Bush & Co. has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fairfield, Bush & Co. invest in?
At the end of its last fiscal year, Fairfield, Bush & Co.’s separately managed accounts held 87% exchange-traded equities, 7% U.S. government and agency bonds, 4% cash and equivalents and 2% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fairfield, Bush & Co.?
Fairfield, Bush & Co.’s direct owner is Charles Krause (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Fairfield, Bush & Co. get paid?
Fairfield, Bush & Co. is paid through a percentage of assets under management and fixed fees. 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 Fairfield, Bush & Co. registered with the SEC?
Yes, Fairfield, Bush & Co. has been registered with the SEC as an investment adviser since 24 September 1973. Its CRD number is 105970 and its SEC file number is 801-9532.
Source: Form ADV Part 1A, Item 1, filed 17 March 2026; IAPD firm record
How do I contact Fairfield, Bush & Co.?
Fairfield, Bush & Co.’s main office is at 320 Boston Post Road, Suite 150, Darien, CT 06820. Its phone number is 203-777-5900. Its website is fairfieldbush.com.