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FAIRCHILD FINANCIAL ADVISORS, INC.
CRD 165434File 801-121416
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$127.3M
Bottom 25% of cohort (national)
Discretionary AUM
$127.3M
Clients
247
507 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 8, 2021
- Principal office
- 193 BLUE RAVINE ROAD, SUITE 130, FOLSOM, CA, 95630
- Phone
- 916-351-9900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $127.3M
- Discretionary AUM
- $127.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 507
- Non-discretionary accounts
- 0
- Total accounts
- 507
- AUM per client
- $515K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $59.1M |
| Individuals (other than high net worth individuals) | 213 | $68.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2026 | Clients | 243 | 247 | increased by4 |
| Apr 1, 2026 | AUM | $120,656,892 | $127,275,047 | increased by$6,618,155 |
| Apr 1, 2026 | Accounts | 509 | 507 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 252 | 243 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $117,885,017 | $120,656,892 | increased by$2,771,875 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 522 | 509 | decreased by13 |
| May 1, 2022 | Clients | 243 | 252 | increased by9 |
| May 1, 2022 | AUM | $107,018,657 | $117,885,017 | increased by$10,866,360 |
| May 1, 2022 | Accounts | 483 | 522 | increased by39 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FAIRCHILD FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAIRCHILD FINANCIAL” 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.