# Fairfield, Bush & Co.

> Fairfield, Bush & Co. is an SEC-registered investment advisory firm in Darien, CT, registered since 1973, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 105970
- Filed as: FAIRFIELD, BUSH & CO.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Darien, CT
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105970
- AdvisorCensus page: https://advisorcensus.com/firm/fairfield-bush-and-co-darien-ct-105970

## Quick answers

**How is Fairfield, Bush & Co. compensated?**
On its Form ADV (Item 5.E, October 2026), Fairfield, Bush & Co. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Fairfield, Bush & Co. charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Up to $5,000,000: 1% a year; $5,000,000 to $9,999,999: 0.75% a year; Above $10,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fairfield, Bush & Co. located?**
Fairfield, Bush & Co.'s principal office is in Darien, CT, according to its Form ADV.

**Is Fairfield, Bush & Co. registered with the SEC or a state?**
Fairfield, Bush & Co. is an SEC-registered investment advisory firm, registered since 1973. Status as filed: Approved. CRD 105970.

**How much does Fairfield, Bush & Co. manage?**
Fairfield, Bush & Co. reports $588,975,599 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (43% discretionary).

**How have Fairfield, Bush & Co.'s assets and staff changed since 2021?**
In the Form ADV data for Fairfield, Bush & Co.: Regulatory assets under management: $412,677,592 in the October 2021 data and $588,975,599 in the October 2026 data, up 43%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fairfield, Bush & Co. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (184); high net worth individuals (57); charitable organizations (7).

**Which custodians does Fairfield, Bush & Co. use?**
Fairfield, Bush & Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., J.P. Morgan Securities LLC and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Fairfield, Bush & Co. 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/105970

**Does Fairfield, Bush & Co. state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "In general, we require a minimum of $500,000 .00 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Fairfield, Bush & Co.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $521,135,491 to $588,975,599 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Up to $5,000,000: 1% a year
- $5,000,000 to $9,999,999: 0.75% a year
- Above $10,000,000: 0.5% a year

> Market value up to $5,000,000 1.00% Market value between $5,000,000 and $9,999,999 0.75% Market value above $10,000,000 0.50%

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $500,000 .00 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- J.P. Morgan Securities LLC
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $588,975,599
- Discretionary: $250,563,385
- Non-discretionary: $338,412,214

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 184 | $58,582,277 |
| High net worth individuals | 57 | $518,256,174 |
| Charitable organizations | 7 | $8,137,641 |
| Corporations or other businesses not listed above | 5 | $3,999,507 |

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

### Firm details
- Registered since: 1973 (53 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, IL, MA, MD, NC, NH, NJ, NY, VA, VT, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fairfieldbush.com
- LinkedIn @FAIRFIELDBUSH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $412,677,592 | 6 | June 3, 2021 |
| October 2022 | $415,589,057 | 6 | March 18, 2022 |
| October 2023 | $365,284,587 | 6 | August 16, 2023 |
| October 2024 | $448,928,521 | 5 | March 15, 2024 |
| October 2025 | $521,135,491 | 5 | March 18, 2025 |
| October 2026 | $588,975,599 | 5 | March 17, 2026 |

Regulatory assets under management: $412,677,592 in the October 2021 data and $588,975,599 in the October 2026 data, up 43%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $521,135,491 to $588,975,599 (+13%).

### January 2026
- No longer registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fairfield, Bush & Co. (CRD 105970): Form ADV filing data as of October 2026.