# Berg Faircloth Investment Advisors

> Berg Faircloth Investment Advisors is a state-registered investment advisory firm in Leesburg, VA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 118673
- Filed as: BERG FAIRCLOTH INVESTMENT ADVISORS
- Legal name: Berg Faircloth Investment Advisors Corp.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Leesburg, VA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118673
- AdvisorCensus page: https://advisorcensus.com/firm/berg-faircloth-investment-advisors-leesburg-va-118673

## Quick answers

**How is Berg Faircloth Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Berg Faircloth Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Berg Faircloth Investment Advisors located?**
Berg Faircloth Investment Advisors' principal office is in Leesburg, VA, according to its Form ADV.

**Is Berg Faircloth Investment Advisors registered with the SEC or a state?**
Berg Faircloth Investment Advisors is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 118673.

**How much does Berg Faircloth Investment Advisors manage?**
Berg Faircloth Investment Advisors reports $40,982,762 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (99% discretionary).

**What types of clients does Berg Faircloth Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); pension and profit sharing plans (but not the plan participants or government pension plans) (19); high net worth individuals (8).

**Does Berg Faircloth Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118673

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $40,982,762
- Discretionary: $40,646,576
- Non-discretionary: $336,186

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $21,080,539 |
| High net worth individuals | 8 | $11,117,387 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $8,712,848 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $71,988 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, MD, NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [b-f-i-a.com](https://b-f-i-a.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berg Faircloth Investment Advisors (CRD 118673): Form ADV filing data as of October 2026.