# Fairlight Advisors

> Fairlight Advisors is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 305352
- Filed as: FAIRLIGHT ADVISORS
- Legal name: Fairlight Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305352
- AdvisorCensus page: https://advisorcensus.com/firm/fairlight-advisors-san-francisco-ca-305352

## Quick answers

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

**Where is Fairlight Advisors located?**
Fairlight Advisors' principal office is in San Francisco, CA, according to its Form ADV.

**Is Fairlight Advisors registered with the SEC or a state?**
Fairlight Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 305352.

**How much does Fairlight Advisors manage?**
Fairlight Advisors reports $135,740,324 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**What types of clients does Fairlight Advisors serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (25); high net worth individuals (9); individuals (other than high net worth individuals) (7).

**Which custodians does Fairlight Advisors use?**
Fairlight Advisors' 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 Fairlight Advisors 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/305352

**Does Fairlight Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "We provide financial planning and portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, and charitable organizations. We do not have a minimum account size requirement."

**What changed in Fairlight Advisors' recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $109,264,680 to $135,740,324 (+24%).

## 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 25, 2026)

- Account minimum: None

> We provide financial planning and portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, and charitable organizations. We do not have a minimum account size requirement.

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.

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: $135,740,324
- Discretionary: $135,740,324
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,068,974 |
| High net worth individuals | 9 | $19,764,003 |
| Charitable organizations | 25 | $112,868,355 |
| Corporations or other businesses not listed above | 1 | $38,992 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fairlightadvisors.com
- socialimpactadvisornetwork.com
- Facebook @FairlightAdvisors
- Instagram @fairlightadvisors
- LinkedIn @fairlightadvisors
- X @FairlightAdv
- YouTube @UCKUb82RtaAZlAwBPixJywrQ

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $109,264,680 to $135,740,324 (+24%).

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fairlight Advisors (CRD 305352): Form ADV filing data as of October 2026.