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AdvisorCensus / Financial advisors / California / Sacramento / Fairchild Financial Advisors, Inc.

Fairchild Financial Advisors, Inc.

Folsom, CASEC-registered investment adviserCRD 165434

Filed as FAIRCHILD FINANCIAL ADVISORS, INC.

Fairchild Financial Advisors, Inc. is an SEC-registered investment advisory firm in Folsom, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

5 years
registered since 2021
$127,275,047
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Fairchild Financial Advisors, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Fairchild Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.

Where is Fairchild Financial Advisors, Inc. located?

Fairchild Financial Advisors, Inc.'s principal office is in Folsom, CA, according to its Form ADV.

Is Fairchild Financial Advisors, Inc. registered with the SEC or a state?

Fairchild Financial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 165434.

How much does Fairchild Financial Advisors, Inc. manage?

Fairchild Financial Advisors, Inc. reports $127,275,047 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

How have Fairchild Financial Advisors, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Fairchild Financial Advisors, Inc.: Regulatory assets under management: $107,018,657 in the October 2021 data and $127,275,047 in the October 2026 data, up 19%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Fairchild Financial Advisors, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (213); high net worth individuals (34).

Which custodians does Fairchild Financial Advisors, Inc. use?

Fairchild Financial Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Trust Company and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

Does Fairchild Financial Advisors, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165434

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$127,275,047

$127,275,047 as of October 2026, filing dated March 12, 2026.

Discretionary: $127,275,047.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 213 Assets $68,214,703 (54%)
High net worth individuals
Clients 34 Assets $59,060,344 (46%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 3. Performing investment advisory functions: 1.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
5 states or jurisdictions
CAIDNVTXUT

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$107M 2021 $118M 2022 $108M 2023 $115M 2024 $121M 2025 $127M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$127,275,0473March 12, 2026
October 2025$120,656,8924March 13, 2025
October 2024$114,823,6382March 26, 2024
October 2023$108,100,7012March 29, 2023
October 2022$117,885,0172June 14, 2022
October 2021$107,018,6572May 6, 2021

Regulatory assets under management: $107,018,657 in the October 2021 data and $127,275,047 in the October 2026 data, up 19%.

Total employees: 2 in October 2021 and 3 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
fairchildfinancial.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Fairchild Financial Advisors, Inc. (CRD 165434): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/fairchild-financial-advisors-inc-folsom-ca-165434