Faircourt Partners, Llc
- Regulatory AUM
- $3.1B
- Discretionary
- $2.7B
- Clients
- 97
- Avg AUM / client
- $32.2M
- Accounts
- 97
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $1.6M | 0.05% |
| High net worth individuals | 7 | $25.6M | 0.82% |
| Pension and profit sharing plans | 85 | $3.1B | 99.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Tucker Olson | Managing Member And Chief Compliance Officer | Mar 2018 (8y) | 50% – 75% | |
| Charles Moran Waddell | Managing Member | Mar 2018 (8y) | 50% – 75% | |
| Jordan Thomas Fraser | Registered representative | Oct 2025 (1y) | ||
| Jonathan Patrick Berg | Registered representative | Jan 2026 (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.
Retirement plans served (29)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Flores & Associates, Llc 401(k) Profit Sharing Plan | Flores & Associates, Llc | 299 | $14.3M | 01/01/2024 |
| Madison Dearborn Partners Llc Savings Incentive Plan | Madison Dearborn Partners Llc | 97 | $98.8M | 01/01/2024 |
| The Gi Alliance Management 401 K Savings Plan | The Gi Alliance Management, Llc | 7,060 | $1.1B | 01/01/2024 |
| Pain Specialists Of America 401(k) Plan | Eric James Miller, M.D., P.A | 159 | $8.0M | 01/01/2024 |
| Sib 401(k) Plan | Sib Midco, Llc | 233 | $14.1M | 01/01/2024 |
| The Mather Group 401(k) Plan | The Mather Group, Llc | 176 | $15.9M | 01/01/2024 |
| Cl Enterprises 401(k) Plan | Cl Enterprises, Llc | 555 | $8.1M | 01/01/2024 |
| Full Circle Fiber Partners 401(k) Plan | Full Circle Fiber Partners | 709 | $11.2M | 01/01/2024 |
| Wargaming (Usa), Inc. 401(k) Plan & Trust | Wargaming (Usa), Inc. | 216 | $30.4M | 01/01/2024 |
| Power Grid Components, Inc Retirement Plan | Power Grid Components, Inc. | 317 | $8.2M | 01/01/2024 |
| Haystackid, Llc Retirement Plan | Haystackid, Llc | 301 | $20.1M | 01/01/2024 |
| Aria Group Architects, Inc. Retirement Plan | Aria Group Architects, Inc. | 133 | $17.9M | 01/01/2024 |
| Empower Physical Therapy 401(k) Plan | Synergy Physical Therapy Holdings Iii, Llc | 407 | $9.9M | 01/01/2024 |
| Miles Partnership Llc 401(k)plan | Miles Partnership Llc | 379 | $37.2M | 01/01/2024 |
| Bridgeway Connects Inc & Subs Retirement Plan | Bridgeway Connects, Inc. | 369 | $19.5M | 01/01/2024 |
| Functional Devices 401(k) Profit Sharing Plan | Functional Devices, Inc. | 153 | $5.9M | 01/01/2024 |
| Velocityehs 401 K Plan | Velocityehs | 389 | $42.2M | 01/01/2024 |
| Knox Precision Holdings Retirement Savings Plan | Knox Precision Holdings, Llc | 199 | $6.8M | 01/01/2024 |
| Remedy 401(k) Plan | Remedy Medical Properties, Inc. | 284 | $23.3M | 01/01/2024 |
| Lake Forest Academy Defined Contribution Plan | Lake Forest Academy | 164 | $43.8M | 01/01/2024 |
| Nanostone Water, Inc. & Solecta, Inc. 401(k) Plan | Solecta, Inc. | 99 | $7.9M | 01/01/2024 |
| Spendmend, Llc 401(k) Plan | Spendmend, Llc | 383 | $19.6M | 01/01/2024 |
| Infinity Home Services 401(k) P/S Plan | Infinity Home Services Acquisition, Llc | 925 | $17.9M | 01/01/2024 |
| Praecipio Consulting 401(k) Plan | Praecipio Consulting, Llc | 111 | $15.3M | 01/01/2024 |
| Ascent Lifting, Inc. 401(k) Plan | Ascent Lifting, Inc. | 439 | $32.9M | 01/01/2024 |
Top 25 of 29 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 900 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
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $32.0M (1% of AUM) May 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: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗