FAIRCHILD CAPITAL LLC

RIASEC RegisteredEst. 2026
Total AUM
$103M
Discretionary
$102M
99% of AUM
Avg account
$319K
Accounts
322
Employees
2
Advisory reps
1

Firm details

Headquarters
PORTLAND, Oregon
CRD number
298428
Registered since
February 27, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI60.29%
  • Individuals38.85%
  • Pension & Profit Sharing Plans0.5%
  • Insurance Companies0.36%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fairchild Capital LLC is an independent, owner-operated Registered Investment Adviser that positions itself as a capital allocator for individuals, families and select institutional clients. The firm delivers financial planning, discretionary portfolio management and the selection of outside advisers, combining fee-based AUM billing with hourly consulting. Investment activity centers on pooled public funds and separately managed approaches, with explicit capacity to bring in third‑party managers where specialized exposure is required. The firm does not present itself as an active ESG investor. Its model favors manager selection and delegated portfolio implementation rather than concentrated single-stock strategies. Given the advisory services listed, Fairchild Capital typically constructs client portfolios through blended vehicles—mutual funds, SMAs and external manager mandates—while using annuities and real estate managers as complementary allocations when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, US Government Bonds 26%, Exchange Traded Equities 10%, Cash & Cash Equivalents 9%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%54%
  • Public Funds/Mutual Funds54%
  • US Government Bonds26%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents9%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • TODD PORTERFIELD

    Founder & CEOCRD 2993639

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTLAND, OR

WASHINGTON

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
WASHINGTON
Address
5603 S Hood Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth