{
  "crd_number": 306300,
  "slug": "adair-financial-private-client-group-306300",
  "primary_business_name": "ADAIR FINANCIAL PRIVATE CLIENT GROUP",
  "legal_name": "ADAIR FINANCIAL PRIVATE CLIENT GROUP LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-03-09",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 79045936.0,
  "raum_discretionary": 79045936.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 157059.0,
      "count": 1
    },
    "individuals": {
      "raum": 29548018.0,
      "count": 32
    },
    "high_net_worth_individuals": {
      "raum": 49340859.0,
      "count": 24
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "GA",
    "NY",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306300",
  "disclosure_items": [
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/adair-financial-private-client-group-306300",
  "display_name": "Adair Financial Private Client Group",
  "summary": "Adair Financial Private Client Group is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Adair Financial Private Client Group (CRD 306300): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Adair Financial Private Client Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Adair Financial Private Client Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Adair Financial Private Client Group registered with the SEC or a state?",
      "a": "Adair Financial Private Client Group is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306300."
    },
    {
      "q": "How much does Adair Financial Private Client Group manage?",
      "a": "Adair Financial Private Client Group reports $79,045,936 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Adair Financial Private Client Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (24); charitable organizations (1)."
    },
    {
      "q": "Does Adair Financial Private Client Group report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306300"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/adair-financial-private-client-group-306300.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 32,
      "fewer_than_5": false,
      "raum": 29548018.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 24,
      "fewer_than_5": false,
      "raum": 49340859.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 157059.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306300",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}