# Fairport Advisors, Inc.

> Fairport Advisors, Inc. is a state-registered investment advisory firm in Scottsdale, AZ, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 117177
- Filed as: FAIRPORT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117177
- AdvisorCensus page: https://advisorcensus.com/firm/fairport-advisors-inc-scottsdale-az-117177

## Quick answers

**How is Fairport Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Fairport Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fairport Advisors, Inc. located?**
Fairport Advisors, Inc.'s principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Fairport Advisors, Inc. registered with the SEC or a state?**
Fairport Advisors, Inc. is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 117177.

**How much does Fairport Advisors, Inc. manage?**
Fairport Advisors, Inc. reports $54,700,000 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (91% discretionary).

**What types of clients does Fairport Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (7).

**Does Fairport 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117177

**What changed in Fairport Advisors, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $54,700,000
- Discretionary: $49,700,000
- Non-discretionary: $5,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $40,700,000 |
| High net worth individuals | 7 | $14,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1998 (28 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CT, FL, GA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fleetwealth.com

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fairport Advisors, Inc. (CRD 117177): Form ADV filing data as of October 2026.