Investment adviser · CRD 124266
FAIRHAVEN FINANCIAL ADVISORY CORPORATION
Investment adviser filing (IA)
EAST LANSING, MI, United States · Form ADV filed Jan 15, 2026
- Regulatory AUM
- $378M Form ADV · Item 5.F
- Client accounts
- 1,078 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 730 | $196,363,185 | 52.0% |
| High-net-worth individuals | 75 | $162,848,909 | 43.1% |
| Retirement plans | Fewer than 5 | $18,427,580 | 4.9% |
Filing source
Form ADV 2039807 · Jan 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1400 ABBOT ROAD, STE 330EAST LANSING, MI, 48823, United States
CRD 124266
Filing source
Form ADV 2039807 · Jan 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.