Fairfield, Bush & Co.
- Regulatory AUM
- $589M
- Discretionary
- $251M
- Clients
- 253
- Avg AUM / client
- $2.3M
- Accounts
- 253
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Investments (13F portfolio — 119 positions, $180,109,204)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Archer Daniels Midland Co Com | Stock | $9,744,676 | 134,058 | 5.41% | 1.65% |
| 2 | Microsoft Corp Com | Stock | $8,829,054 | 23,851 | 4.9% | 1.5% |
| 3 | Alphabet Inc Cap Stk Cl C | Stock | $8,703,947 | 30,342 | 4.83% | 1.48% |
| 4 | Amazon Com Inc Com | Stock | $8,585,446 | 41,223 | 4.77% | 1.46% |
| 5 | Taiwan Semiconductor Manufact Sponsored Ads | ADR | $7,652,265 | 22,643 | 4.25% | 1.3% |
| 6 | Broadcom Inc Com | Stock | $7,432,623 | 24,014 | 4.13% | 1.26% |
| 7 | Oracle Corp Com | Stock | $5,528,114 | 37,578 | 3.07% | 0.94% |
| 8 | Apple Inc Com | Stock | $5,137,526 | 20,243 | 2.85% | 0.87% |
| 9 | Jpmorgan Chase & Co Com | Stock | $5,002,974 | 17,008 | 2.78% | 0.85% |
| 10 | Cameco Corp Com | Stock | $3,653,171 | 33,636 | 2.03% | 0.62% |
| 11 | Walmart Inc Com | Stock | $3,629,058 | 29,201 | 2.01% | 0.62% |
| 12 | Lowes Cos Inc Com | Stock | $3,568,478 | 15,103 | 1.98% | 0.61% |
| 13 | Asml Hldg Nv N Y Registry Shs | ADR | $3,148,859 | 2,384 | 1.75% | 0.53% |
| 14 | Chevron Corporation Com | Stock | $3,015,401 | 14,574 | 1.67% | 0.51% |
| 15 | Novartis Ag Sponsored Adr | ADR | $2,954,784 | 19,344 | 1.64% | 0.5% |
| 16 | Qualcomm Inc Com | Stock | $2,868,027 | 22,271 | 1.59% | 0.49% |
| 17 | Arista Networks Inc Com Shs | Stock | $2,840,270 | 23,133 | 1.58% | 0.48% |
| 18 | Exxon Mobil Corp Com | Stock | $2,754,539 | 16,236 | 1.53% | 0.47% |
| 19 | Royal Bk Cda Com | Stock | $2,713,994 | 16,776 | 1.51% | 0.46% |
| 20 | Netflix Inc. Com | Stock | $2,676,816 | 27,840 | 1.49% | 0.45% |
| 21 | Eli Lilly & Co Com | Stock | $2,609,445 | 2,837 | 1.45% | 0.44% |
| 22 | Merck & Co Inc Com | Stock | $2,555,778 | 21,247 | 1.42% | 0.43% |
| 23 | Crowdstrike Hldgs Inc Cl A | Stock | $2,538,576 | 6,502 | 1.41% | 0.43% |
| 24 | Shopify Inc Cl A Sub Vtg Shs | Stock | $2,461,128 | 20,748 | 1.37% | 0.42% |
| 25 | Nvidia Corporation Com | Stock | $2,388,062 | 13,693 | 1.33% | 0.41% |
Top 25 of 119 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 184 | $58.6M | 9.95% |
| High net worth individuals | 57 | $518M | 88.0% |
| Charitable organizations | 7 | $8.1M | 1.38% |
| Corporations and other businesses | 5 | $4.0M | 0.68% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Augustus Krause | Managing Director | Jan 1992 (35y) | 75% or more | |
| Erik Bernard Pearson | Registered representative | Oct 2016 (10y) | ||
| Michael W Carlin | Registered representative | Feb 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $344M (58% of AUM) Mar 2026
- Charles Schwab & Co. $132M (22% of AUM) Mar 2026
- Pershing $89.6M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗