The Fairman Group, Llc
- Regulatory AUM
- $902M
- Discretionary
- $512M
- Clients
- 142
- Avg AUM / client
- $6.4M
- Accounts
- 1,010
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $12.8M | 1.42% |
| High net worth individuals | 123 | $889M | 98.6% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Eugene Morisoli | Partner/Chief Compliance Officer | CFP | Jun 2002 (24y) | 25% – 50% |
| Marianne Coccia Inforzato | Partner | CFP | Jun 2002 (24y) | 25% – 50% |
| Roy Milton Fairman | Chief Executive Officer | Jun 2002 (24y) | Less than 5% | |
| Shawn Paul Kindt | Partner | CFP Personal Financial Specialist | Jun 2002 (24y) | 25% – 50% |
| Kelley Rebecca Taylor | Registered representative | Jan 2008 (19y) | ||
| Andrew Runyon Green | Registered representative | Oct 2009 (17y) | ||
| Ryan Jeffrey Gelrod | Registered representative | CFA | Mar 2013 (13y) | |
| Patrick Randall Gorgonzola | Registered representative | CFP | Nov 2016 (10y) | |
| Samuel Joseph Mullen | Registered representative | Jul 2020 (6y) | ||
| Nathan Lee Fullmer | Registered representative | Mar 2021 (5y) | ||
| Samantha Lee Lavrich | Registered representative | Mar 2022 (4y) | ||
| Kyle Daniel French | Registered representative | Mar 2023 (3y) | ||
| Matthew Snyder | Registered representative | CFP | Apr 2024 (2y) | |
| Jason Thomas Kleinschmidt | Registered representative | Nov 2024 (2y) | ||
| Andrea Michelle Gorniok | Registered representative | CFP | Mar 2025 (1y) | |
| Mary Dal Nogare | Registered representative | CFP | Jan 2026 (1y) |
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) | 03/30/2026 | 1.04 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $767M (85% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗