FAI Advisors, Inc.

Overview

FAI Advisors, Inc. is an independent, individual-owned registered investment adviser that became SEC-registered in 2023. The firm acts as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements combine percentage-of-assets and fixed-fee billing. FAI Advisors also engages in insurance brokerage and other financial product sales and lists an insurance company among its industry affiliations. The adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives