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FAI ADVISORS, INC.

CRD 122132File 801-127868
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$302.0M
Below cohort median (national)
Discretionary AUM
$281.4M
Non-discretionary $20.6M
Clients
370
790 accounts
Employees
11
Below cohort median in MI

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
May 1, 2023
Principal office
27500 DRAKE RD., SUITE 110, FARMINGTON HILLS, MI, 48331
Phone
248-482-3600

Assets & accounts

ADV Item 5F
Total regulatory AUM
$302.0M
Discretionary AUM
$281.4M
Non-discretionary AUM
$20.6M
Discretionary accounts
649
Non-discretionary accounts
141
Total accounts
790
AUM per client
$816K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$996K
Charitable organizationsFewer than 5$456K
High net worth individuals93$212.0M
Individuals (other than high net worth individuals)270$88.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1211decreased by1
Apr 1, 2026Clients521370decreased by151
Apr 1, 2026AUM$301,249,305$302,044,135increased by$794,830
Apr 1, 2026Accounts901790decreased by111
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FAI ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAI ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

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.