AdvisorCensus / Financial advisors / California / San Diego / Fairfield Realty Advisors LLC
Fairfield Realty Advisors LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Fairfield Realty Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Fairfield Realty Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Fairfield Realty Advisors LLC located?
Fairfield Realty Advisors LLC's principal office is in San Diego, CA, according to its Form ADV.
Is Fairfield Realty Advisors LLC registered with the SEC or a state?
Fairfield Realty Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300633.
How much does Fairfield Realty Advisors LLC manage?
Fairfield Realty Advisors LLC reports $6,195,770,884 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (57% discretionary).
How have Fairfield Realty Advisors LLC's assets and staff changed since 2021?
In the Form ADV data for Fairfield Realty Advisors LLC: Regulatory assets under management: $2,760,945,643 in the October 2021 data and $6,195,770,884 in the October 2026 data, up 124%. Total employees: 323 in October 2021 and 370 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Fairfield Realty Advisors LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15).
Does Fairfield Realty 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 SEC record: https://adviserinfo.sec.gov/firm/summary/300633
What changed in Fairfield Realty Advisors LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 146 to 149. Regulatory assets under management went from $5,184,212,059 to $6,195,770,884 (+20%). Updated its list of owners and control persons (Schedule A).
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
- Performance-based fees
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 2ASee the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$6,195,770,884 as of October 2026, filing dated March 30, 2026.
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.DA 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 pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Also doing business as
- FAIRFIELD, FAIRFIELD RESIDENTIAL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 370. Performing investment advisory functions: 149.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $6,195,770,884 | 370 | March 30, 2026 |
| October 2025 | $5,184,212,059 | 371 | March 27, 2025 |
| October 2024 | $4,522,406,024 | 373 | March 29, 2024 |
| October 2023 | $4,498,549,375 | 387 | September 8, 2023 |
| October 2022 | $3,715,121,625 | 338 | March 30, 2022 |
| October 2021 | $2,760,945,643 | 323 | March 30, 2021 |
Regulatory assets under management: $2,760,945,643 in the October 2021 data and $6,195,770,884 in the October 2026 data, up 124%.
Total employees: 323 in October 2021 and 370 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- April 2026
- Employees performing advisory functions went from 146 to 149.
- Regulatory assets under management went from $5,184,212,059 to $6,195,770,884 (+20%).
- Updated its list of owners and control persons (Schedule A).
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.ISource: 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. Fairfield Realty Advisors LLC (CRD 300633): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fairfield-realty-advisors-llc-san-diego-ca-300633