ADAIR FINANCIAL PRIVATE CLIENT GROUP

ADAIR FINANCIAL PRIVATE CLIENT GROUP is an SEC-registered investment adviser (CRD 306300). Regulatory assets under management: $79.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 306300
• Type: Registered investment adviser
• Phone: (302)545-3595
• Latest filing: 2026-02-27
• Regulatory AUM: $79.0M
• Discretionary AUM: $79.0M
• Clients: 2
• Accounts: 75

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306300 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search