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FAIRHAVEN FINANCIAL ADVISORY CORPORATION

CRD 124266File 801-129226
APPROVED
Retail clients
Custody
Filing as of Jan 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$377.6M
Below cohort median (national)
Discretionary AUM
$358.1M
Non-discretionary $19.6M
Clients
805
1,078 accounts
Employees
7
Above cohort median in MI

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Dec 18, 2023
Principal office
1400 ABBOT ROAD, STE 330, EAST LANSING, MI, 48823
Phone
517-332-2900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$377.6M
Discretionary AUM
$358.1M
Non-discretionary AUM
$19.6M
Discretionary accounts
1,070
Non-discretionary accounts
8
Total accounts
1,078
AUM per client
$469K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals75$162.8M
Pension and profit sharing plansFewer than 5$18.4M
Individuals (other than high net worth individuals)730$196.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Hourly charges
  • Other (described)TEACHING CLASS & SEMINAR FEES
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.