Fai Advisors, Inc.
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 122132
· SEC file 801-127868
· Farmington Hills, MI
· www.financialarch.com
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $302M
- Discretionary
- $281M
- Clients
- 370
- Avg AUM / client
- $816K
- Accounts
- 790
- Employees
- 11
AUM over time
$210M
$302M
Dec 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 270 | $88.6M | 29.3% |
| High net worth individuals | 93 | $212M | 70.2% |
| Charitable organizations | 3 | $456K | 0.15% |
| Corporations and other businesses | 4 | $996K | 0.33% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher George Cousins | President And Cco | Chartered Financial Consultant | May 2010 (16y) | 50% – 75% |
| Patrick Joseph Marody | Vice President | Jun 2010 (16y) | 50% – 75% | |
| Chavez Vincent | Registered representative | Jan 2021 (6y) | ||
| Bryan Azzo | Registered representative | Apr 2024 (2y) | ||
| Clifford James Robison | Registered representative | CFP | Jan 2025 (2y) |
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) | 03/20/2026 | 1.05 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Sei Investments Distribution Co. $300M (99% of AUM) Mar 2026
- SEI Private Trust $210M (100% of AUM) Dec 2023
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 20, 2026.
View current Form ADV (SEC/IAPD) ↗