FAIRLEAD FINANCIAL ADVISORS, LLC

FAIRLEAD FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 128855). Regulatory assets under management: $99.8M.

Registration

• CRD: 128855
• Type: Registered investment adviser
• Phone: 415-381-6890
• Latest filing: 2026-03-19
• Regulatory AUM: $99.8M
• Discretionary AUM: $99.8M
• Clients: 1
• Accounts: 112

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128855 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search