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THE FAIRMAN GROUP, LLC
CRD 121492File 801-61326
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$902.1M
Above cohort median (national)
Discretionary AUM
$512.3M
Non-discretionary $389.8M
Clients
142
1,010 accounts
Employees
17
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 19, 2002
- Principal office
- 1200 LIBERTY RIDGE DR STE 320, CHESTERBROOK, PA, 19087-5570
- Phone
- 610-889-7300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $902.1M
- Discretionary AUM
- $512.3M
- Non-discretionary AUM
- $389.8M
- Discretionary accounts
- 603
- Non-discretionary accounts
- 407
- Total accounts
- 1,010
- AUM per client
- $6.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 123 | $889.3M |
| Individuals (other than high net worth individuals) | 19 | $12.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.