AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / The Fairman Group, LLC
The Fairman Group, LLC is an SEC-registered investment advisory firm in Chesterbrook, PA, registered since 2002, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is The Fairman Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), The Fairman Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is The Fairman Group, LLC located?
The Fairman Group, LLC's principal office is in Chesterbrook, PA, according to its Form ADV.
Is The Fairman Group, LLC registered with the SEC or a state?
The Fairman Group, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 121492.
How much does The Fairman Group, LLC manage?
The Fairman Group, LLC reports $902,130,650 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (57% discretionary).
How have The Fairman Group, LLC's assets and staff changed since 2021?
In the Form ADV data for The Fairman Group, LLC: Regulatory assets under management: $635,645,339 in the October 2021 data and $902,130,650 in the October 2026 data, up 42%. Total employees: 15 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Fairman Group, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (123); individuals (other than high net worth individuals) (19).
Which custodians does The Fairman Group, LLC use?
The Fairman Group, LLC'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 The Fairman Group, 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/121492
Does The Fairman Group, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "We generally require a minimum account size of $1,500,000 of investable assets to be placed under our supervision. We have discretion to waive the account minimum."
What changed in The Fairman Group, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 15 to 16. Registered or notice-filed in CO, SC, TX.
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
- Hourly charges
- Fixed fees (other than subscription 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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We generally require a minimum account size of $1,500,000 of investable assets to be placed under our supervision. We have discretion to waive the account minimum.
Minimum annual fee: $15,000
The brochure's wording
TFG assesses a minimum annual fee of $15,000 to accounts receiving ongoing investment advisory services.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$902,130,650 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2002 (24 years)
- Employees
- Total: 17. Performing investment advisory functions: 16.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
6 states or jurisdictions
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 | $902,130,650 | 17 | March 30, 2026 |
| October 2025 | $851,000,605 | 16 | March 27, 2025 |
| October 2024 | $778,582,168 | 17 | June 20, 2024 |
| October 2023 | $672,966,759 | 18 | March 31, 2023 |
| October 2022 | $805,414,090 | 17 | March 30, 2022 |
| October 2021 | $635,645,339 | 15 | March 31, 2021 |
Regulatory assets under management: $635,645,339 in the October 2021 data and $902,130,650 in the October 2026 data, up 42%.
Total employees: 15 in October 2021 and 17 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 15 to 16.
- Registered or notice-filed in CO, SC, TX.
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. The Fairman Group, LLC (CRD 121492): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-fairman-group-llc-chesterbrook-pa-121492