Fairlight Advisors
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 305352
- Registered since
- March 19, 2026
- Website
- www.fairlightadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations80.62%
- HNWI16.79%
- Individuals2.55%
- Corporations / Businesses0.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Fairlight Advisors is a small, SEC-registered LLC that provides portfolio management to individuals, small businesses, and institutions alongside pension consulting. The firm serves both individual and family clients as well as institutional investors, charging either a percentage of assets under management or fixed fees. Fairlight reports that it is not an active ESG investor and does not operate as a multi-state adviser or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents11%
- US Government Bonds6%
- Public Funds/Mutual Funds3%
Contacts
2 of 2
Katharine Earhart
Partner, Co-FounderCRD 2223366
Maya Lis Tussing
Partner and Co-FounderCRD 5057555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$123M in ETFs
100%
$123M
0%
$616K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $35.1M | 348,298 | 28.45% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 505 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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