SourcingSourcing

FAI ADVISORS, INC.

B52
CRD 122132·SEC 801-127868·FARMINGTON HILLS, MI
AUM
$302.0M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$906K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAI ADVISORS, INC.
CRD
122132
SEC file #
801-127868
EIN
—
DBA names
—

Economics

AUM
$302.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$301.2M → $302.0M▬ 0%
Client mix
Individuals Other270
Individuals High Net Worth93
Corporations4
Charitable Organizations3

Operations

Employees (total)
11
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
FARMINGTON HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
financialarch.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COUSINS, CHRISTOPHER, GEORGE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COUSINS, CHRISTOPHER, GEORGE
MARODY, PATRICK, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FINANCIALARCH.COM
Rdap Domain Creation Date
1998-12-09T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-12T11:59:59Z
Rdap Domain Last Changed
2026-05-01T20:34:10Z
Rdap Nameservers
Ns1.cnethosting.comNs2.cnethosting.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2229246
Trust Company Affiliate
No

People (5)

5
COUSINS, CHRISTOPHER, GEORGE
IAR · Direct Owner · 62.5%
2229246
MARODY, PATRICK, JOSEPH
IAR · Direct Owner · 62.5%
2106244
Chavez Vincent
IAR
6559507
CLIFFORD JAMES ROBISON
IAR
2975566
Bryan Azzo
IAR
7348508