THE FAIRMAN GROUP, LLC
CRD #121492 SEC #801-61326 CHESTERBROOK, PA 610-889-7300
SEC Registered
Total AUM
$851M
Discretionary
$496.2M
Employees
16
Clients
101
Accounts
1,025
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $851M | $496.2M | $354.9M | 16 | 38 |
| Nov 2024 | $778.6M | $450.1M | $328.5M | 17 | 34 |
| Jun 2024 | $778.6M | $450.1M | $328.5M | 17 | 34 |
| Mar 2024 | $778.6M | $450.1M | $328.5M | 17 | 34 |
| Mar 2023 | $673M | $382.7M | $290.2M | 18 | 22 |
| Mar 2022 | $805.4M | $483.1M | $322.3M | 17 | 17 |
| Mar 2021 | $635.6M | $354M | $281.6M | 15 | 12 |
| Jun 2020 | $572.6M | $311.6M | $261M | 30 | 14 |
| Mar 2020 | $572.6M | $311.6M | $261M | 30 | 14 |
| Jul 2019 | $471.4M | $241.6M | $229.8M | 30 | 4 |
| Mar 2019 | $471.4M | $241.6M | $229.8M | 30 | 4 |
| Mar 2018 | $488.5M | $0 | $488.5M | 31 | 4 |
| Mar 2017 | $414.3M | $0 | $414.3M | 31 | 100 |
| Mar 2016 | $384.7M | $0 | $384.7M | 33 | 100 |
| Mar 2015 | $392.1M | $0 | $392.1M | 35 | 26 |
| Mar 2014 | $392.8M | $0 | $392.8M | 33 | 26 |
| Mar 2013 | $335.8M | $0 | $335.8M | 31 | 26 |
| Mar 2013 | $335.8M | $0 | $335.8M | 31 | 26 |
| Mar 2012 | $261.1M | $0 | $261.1M | 11 | 26 |
| Nov 2011 | $288.1M | $0 | $288.1M | 11 | 26 |
| May 2011 | $288.1M | $0 | $288.1M | -- | -- |
| Apr 2011 | $288.1M | $0 | $288.1M | -- | -- |
| Mar 2009 | $250.7M | $0 | $250.7M | -- | -- |
| Sep 2005 | $105.3M | $0 | $105.3M | 5 | -- |
| May 2004 | $91.3M | $0 | $91.3M | 5 | -- |
| Mar 2004 | $91.3M | $0 | $91.3M | 5 | -- |
DateMar 2025
Total AUM$851M
Discretionary$496.2M
Non-Disc.$354.9M
Employees16
Clients38
DateNov 2024
Total AUM$778.6M
Discretionary$450.1M
Non-Disc.$328.5M
Employees17
Clients34
DateJun 2024
Total AUM$778.6M
Discretionary$450.1M
Non-Disc.$328.5M
Employees17
Clients34
DateMar 2024
Total AUM$778.6M
Discretionary$450.1M
Non-Disc.$328.5M
Employees17
Clients34
DateMar 2023
Total AUM$673M
Discretionary$382.7M
Non-Disc.$290.2M
Employees18
Clients22
DateMar 2022
Total AUM$805.4M
Discretionary$483.1M
Non-Disc.$322.3M
Employees17
Clients17
DateMar 2021
Total AUM$635.6M
Discretionary$354M
Non-Disc.$281.6M
Employees15
Clients12
DateJun 2020
Total AUM$572.6M
Discretionary$311.6M
Non-Disc.$261M
Employees30
Clients14
DateMar 2020
Total AUM$572.6M
Discretionary$311.6M
Non-Disc.$261M
Employees30
Clients14
DateJul 2019
Total AUM$471.4M
Discretionary$241.6M
Non-Disc.$229.8M
Employees30
Clients4
DateMar 2019
Total AUM$471.4M
Discretionary$241.6M
Non-Disc.$229.8M
Employees30
Clients4
DateMar 2018
Total AUM$488.5M
Discretionary$0
Non-Disc.$488.5M
Employees31
Clients4
DateMar 2017
Total AUM$414.3M
Discretionary$0
Non-Disc.$414.3M
Employees31
Clients100
DateMar 2016
Total AUM$384.7M
Discretionary$0
Non-Disc.$384.7M
Employees33
Clients100
DateMar 2015
Total AUM$392.1M
Discretionary$0
Non-Disc.$392.1M
Employees35
Clients26
DateMar 2014
Total AUM$392.8M
Discretionary$0
Non-Disc.$392.8M
Employees33
Clients26
DateMar 2013
Total AUM$335.8M
Discretionary$0
Non-Disc.$335.8M
Employees31
Clients26
DateMar 2013
Total AUM$335.8M
Discretionary$0
Non-Disc.$335.8M
Employees31
Clients26
DateMar 2012
Total AUM$261.1M
Discretionary$0
Non-Disc.$261.1M
Employees11
Clients26
DateNov 2011
Total AUM$288.1M
Discretionary$0
Non-Disc.$288.1M
Employees11
Clients26
DateMay 2011
Total AUM$288.1M
Discretionary$0
Non-Disc.$288.1M
Employees--
Clients--
DateApr 2011
Total AUM$288.1M
Discretionary$0
Non-Disc.$288.1M
Employees--
Clients--
DateMar 2009
Total AUM$250.7M
Discretionary$0
Non-Disc.$250.7M
Employees--
Clients--
DateSep 2005
Total AUM$105.3M
Discretionary$0
Non-Disc.$105.3M
Employees5
Clients--
DateMay 2004
Total AUM$91.3M
Discretionary$0
Non-Disc.$91.3M
Employees5
Clients--
DateMar 2004
Total AUM$91.3M
Discretionary$0
Non-Disc.$91.3M
Employees5
Clients--