Fairhaven Financial Advisory Corporation
● SEC registered since 2023CRD 124266SEC# 801-129226East Lansing, MI
Reg. AUM
$377.6M
Employees
7
Accounts
1,078
Location
East Lansing, MI
Fairhaven Financial Advisory Corporation assets under management
Fairhaven Financial Advisory Corporation operates as an SEC-registered investment adviser based in East Lansing, MI. The firm has been registered since 2023. It reports $377.6 million in regulatory assets under management and employs 7 people.
Fairhaven Financial Advisory Corporation owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Ryan Brooks Control | President & Treasurer | 50-75% | 2026 |
| Joseph R Brooks | Founder | Under 5% | 2026 |
| Joshua Scott Roberds Control | Vice President & Secretary | 50-75% | 2026 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fairhaven Financial Advisory Corporation manage?
Fairhaven Financial Advisory Corporation reports $377.6 million in regulatory assets under management on its Form ADV.
How many employees does Fairhaven Financial Advisory Corporation have?
Fairhaven Financial Advisory Corporation reports 7 employees.
Where is Fairhaven Financial Advisory Corporation located?
Fairhaven Financial Advisory Corporation is based in East Lansing, MI and has been SEC-registered since 2023.
Does Fairhaven Financial Advisory Corporation disclose fund performance?
Fairhaven Financial Advisory Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 Abbot Road, Ste 330, East Lansing, MI 48823 |
| Phone | 517-332-2900 |
| Fax | 517-332-2909 |
| Office hours | 9:00a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$377.6M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$377.6Mregulatory AUM
Discretionary $358.1MNon-discretionary $19.6M