# Fabco Investment Advisors, LLC

> Fabco Investment Advisors, LLC is a state-registered investment advisory firm in Newton Upper Falls, MA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 153020
- Filed as: FABCO INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newton Upper Falls, MA
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153020
- AdvisorCensus page: https://advisorcensus.com/firm/fabco-investment-advisors-llc-newton-upper-falls-ma-153020

## Quick answers

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

**Where is Fabco Investment Advisors, LLC located?**
Fabco Investment Advisors, LLC's principal office is in Newton Upper Falls, MA, according to its Form ADV.

**Is Fabco Investment Advisors, LLC registered with the SEC or a state?**
Fabco Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 153020.

**How much does Fabco Investment Advisors, LLC manage?**
Fabco Investment Advisors, LLC reports $109,123,419 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**What types of clients does Fabco Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (35).

**Does Fabco Investment Advisors, LLC 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/153020

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $109,123,419
- Discretionary: $109,123,419
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $43,006,929 |
| High net worth individuals | 35 | $66,116,490 |
| 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) | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fabco Investment Advisors, LLC (CRD 153020): Form ADV filing data as of October 2026.