Paul Fair Associates, Llc
- Regulatory AUM
- $3.6M
- Discretionary
- $3.6M
- Clients
- 12
- Avg AUM / client
- $300K
- Accounts
- 13
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $3.6M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Edward Fair | Registered representative | May 2006 (20y) |
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) | 06/17/2020 | 919 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Other fees
- • THIRD PARTY SOLICITOR REFERRAL FEES
Services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 05, 2026.
View current Form ADV (SEC/IAPD) ↗