# Fairhaven Financial Advisory Corporation

> Fairhaven Financial Advisory Corporation is an SEC-registered investment advisory firm in East Lansing, MI, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 124266
- Filed as: FAIRHAVEN FINANCIAL ADVISORY CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: East Lansing, MI
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124266
- AdvisorCensus page: https://advisorcensus.com/firm/fairhaven-financial-advisory-corporation-east-lansing-mi-124266

## Quick answers

**How is Fairhaven Financial Advisory Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Fairhaven Financial Advisory Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fairhaven Financial Advisory Corporation located?**
Fairhaven Financial Advisory Corporation's principal office is in East Lansing, MI, according to its Form ADV.

**Is Fairhaven Financial Advisory Corporation registered with the SEC or a state?**
Fairhaven Financial Advisory Corporation is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 124266.

**How much does Fairhaven Financial Advisory Corporation manage?**
Fairhaven Financial Advisory Corporation reports $377,639,674 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (95% discretionary).

**How have Fairhaven Financial Advisory Corporation's assets and staff changed since 2024?**
In the Form ADV data for Fairhaven Financial Advisory Corporation: Regulatory assets under management: $273,167,064 in the October 2024 data and $377,639,674 in the October 2026 data, up 38%. Total employees: 7 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fairhaven Financial Advisory Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (730); high net worth individuals (75).

**Which custodians does Fairhaven Financial Advisory Corporation use?**
Fairhaven Financial Advisory Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Fairhaven Financial Advisory Corporation 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/124266

**What changed in Fairhaven Financial Advisory Corporation's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $323,282,269 to $377,639,674 (+17%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $377,639,674
- Discretionary: $358,066,079
- Non-discretionary: $19,573,595

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 730 | $196,363,185 |
| High net worth individuals | 75 | $162,848,909 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $18,427,580 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, NC, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fairhavenfinancial.com](https://fairhavenfinancial.com)
- Facebook @FAIRHAVEN-FINANCIAL-ADVISORY-CORPORATION-1071571296207139
- LinkedIn @fairhavenfinancialadvisory
- X @FAIRHAVENFAC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $273,167,064 | 7 | September 9, 2024 |
| October 2025 | $323,282,269 | 7 | February 4, 2025 |
| October 2026 | $377,639,674 | 7 | January 15, 2026 |

Regulatory assets under management: $273,167,064 in the October 2024 data and $377,639,674 in the October 2026 data, up 38%.
Total employees: 7 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $323,282,269 to $377,639,674 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fairhaven Financial Advisory Corporation (CRD 124266): Form ADV filing data as of October 2026.