SourcingSourcing

FAIRCHILD FINANCIAL ADVISORS, INC.

A79
CRD 165434·SEC 801-121416·FOLSOM, CA
AUM
$127.3M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$382K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAIRCHILD FINANCIAL ADVISORS, INC.
CRD
165434
SEC file #
801-121416
EIN
—
DBA names
—

Economics

AUM
$127.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$107.0M → $127.3M▲ +19%
Client mix
Individuals Other213
Individuals High Net Worth34

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
FOLSOM CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
fairchildfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FAIRCHILD, STEVEN, EDWIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FAIRCHILD, STEVEN, EDWIN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.445
Web Signal Quality
ok
Wayback Last Material Change
2025-10-06T22:38:03.000Z
Wayback Snapshot Count
107
Wayback Snapshots Last 12mo
6
Wayback First Snapshot
1999-10-13T12:29:45.000Z
Wayback Last Snapshot
2025-10-06T22:38:03.000Z
Rdap Domain
FAIRCHILDFINANCIAL.COM
Rdap Domain Creation Date
2005-08-01T12:21:11Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4889
Soi Zip Pct 200k Plus
0.2238
Soi Zip Returns 200k Plus
8,260
Soi Zip Total AGI
5,460,944
Fdic Zip Total Deposits
40,225,484,000
Fdic Zip Branch Count
511
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (28)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaFolsom, CA
U.S. Bank of CaliforniaFolsom, CA
Fdic Zip HHI
1565.84
Fdic Zip Top Bank Share Pct
30.86
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-01T12:21:11Z
Rdap Domain Last Changed
2025-07-17T08:27:10Z
Rdap Nameservers
Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI79,601
Returns6,800
Stub 2
AGI174,386
Returns4,700
Stub 3
AGI240,342
Returns3,850
Soi Zip Total Business Income
126,244
Soi Zip Total Cap Gains
344,520
Soi Zip Total Dividends
98,147
Soi Zip Total Returns
36,900
Top Owner CRD
849127
Trust Company Affiliate
No
Wayback Avg Days Between Changes
135.6
Wayback Closest Snapshot Ts
2025-10-06T22:38:03.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20251006223803/https://www.fairchildfinancial.com/
Wayback Distinct Digest Count
71

People (1)

1
FAIRCHILD, STEVEN, EDWIN
IAR · Direct Owner · 87.5%
849127