Fairport Advisors, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 117177
· Scottsdale, AZ
· www.fleetwealth.com
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $54.7M
- Discretionary
- $49.7M
- Clients
- 62
- Avg AUM / client
- $882K
- Accounts
- 62
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 55 | $40.7M | 74.4% |
| High net worth individuals | 7 | $14.0M | 25.6% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Anthony Conway | Registered representative | Aug 1998 (28y) | ||
| Sara Hunter Hudson | Registered representative | Feb 2011 (16y) | ||
| Barry Eliot Giske | Registered representative | Jan 2012 (15y) | ||
| Leon Cherniavsky | Registered representative | Jun 2012 (14y) | ||
| Jeffrey Alan Savelle | Registered representative | Aug 2018 (8y) | ||
| Nella Zelensky | Registered representative | Apr 2024 (2y) | ||
| Stacy Carol Volpe | Registered representative | Sep 2025 (1y) |
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) | 07/15/2026 | 1.13 MB | 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
- • Hourly charges
- • Other fees
- • THIRD PARTY ADVISORY FEES.
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Interactive Brokers $21.0M (38% of AUM) Jul 2026
- American Trust Custody $19.8M (36% of AUM) Jul 2026
- The Vanguard Group, Inc. $8.7M (16% of AUM) Jul 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: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗