# 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.

- CRD: 121492
- Filed as: THE FAIRMAN GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesterbrook, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121492
- AdvisorCensus page: https://advisorcensus.com/firm/the-fairman-group-llc-chesterbrook-pa-121492

## Quick answers

**How 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).

**How much does The Fairman Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $120 to $725 an hour (separate financial planning and other accounting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $1,500,000 (the brochure says it may be waived or negotiated)

> 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

> TFG assesses a minimum annual fee of $15,000 to accounts receiving ongoing investment advisory services.

- Hourly rate: $120 to $725 an hour (separate financial planning and other accounting services)

> Fees for any separate financial planning and other accounting services are based on an hourly fee or fixed fee arrangement. ... hourly charges for our professional staff will generally range from $120 to $725 per hour.

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: $902,130,650
- Discretionary: $512,289,543
- Non-discretionary: $389,841,107

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $12,781,270 |
| High net worth individuals | 123 | $889,349,380 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 17 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, NJ, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fairmanfinancial.com
- Facebook @FAIRMANGROUPFAMILYOFFICE
- LinkedIn @fairman-financial
- X @FAIRMAN_FINL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $635,645,339 | 15 | March 31, 2021 |
| October 2022 | $805,414,090 | 17 | March 30, 2022 |
| October 2023 | $672,966,759 | 18 | March 31, 2023 |
| October 2024 | $778,582,168 | 17 | June 20, 2024 |
| October 2025 | $851,000,605 | 16 | March 27, 2025 |
| October 2026 | $902,130,650 | 17 | March 30, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Fairman Group, LLC (CRD 121492): Form ADV filing data as of October 2026.