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Fairfield, Bush & Co.

Updated today

Client assets under management

$576,838,451

Clients

241

24% high-net worth

Advisors

3

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

80

High

Average account size

$2,393,521

About

Fairfield, Bush & Co. advises high‑net‑worth individuals, corporations, retirement plans, and charitable institutions, providing portfolio management on both discretionary and non‑discretionary bases as well as rollover guidance and access to a range of securities including mutual funds, ETFs, and options. The firm reports total assets under management near $589 million and implements client accounts under individualized investment agreements and custodial arrangements.

The firm's investment process is rooted in fundamental analysis with an emphasis on macroeconomic evaluation and identifying businesses that generate high returns on invested capital; it implements long‑term and short‑term equity strategies and, where appropriate, option strategies such as covered calls and put selling for qualified investors. Portfolios are monitored regularly by portfolio managers and an Investment Management Committee, and the firm uses reporting tools (e.g., Black Diamond) to support ongoing review and rebalancing.

Fairfield, Bush & Co. is notable among its peers for managing a majority of its assets on a non‑discretionary basis — as of December 31, 2025 approximately $338.4 million was managed non‑discretely versus $250.6 million on a discretionary basis — a structure that differs from most similarly sized team firms. The firm also reflects a long operational history with several prior mergers and acquisitions, and maintains practices such as soft‑dollar research arrangements and the use of margin and option strategies that may be less common among comparable advisers.

Client services

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

$0 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.50%

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for accounts below $500,000

Main office location

Fairfield, Bush & Co.

320 Boston Post Road, Suite 150

Darien CT 06820, United States

Number of offices

1

Most active in

California · Connecticut · Florida · Illinois · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Vermont · Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael C

Series 66

Darien, CT

Fairfield, Bush & Co.

Michael Carlin is a financial advisor at Fairfield, Bush & Co. with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering customized and model portfolios with both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective and employs a mix of long-term, short-term, and option strategies.

Options & derivatives strategies
user avatar

Charles K

Series 63, Series 65

New Canaan, CT

Fairfield, Bush & Co.

Charles Krause is a financial advisor at Fairfield, Bush & Co. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fairfield Research Securities Corporation since 1991. Krause serves as a director of Stearns Investment Corp. and HJ Baker & Bro., and is a trustee of the Estate of R.N. Stearns. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective, utilizing a mix of long-term, short-term, and option strategies.

Options & derivatives strategies
user avatar

Erik P

Series 65

Darien, CT

Fairfield, Bush & Co.

Erik Pearson is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with Fairfield, Bush & Co. since 2016, following an eight-year tenure at Soundview Capital Management. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering both discretionary and non-discretionary management with a focus on fundamental and macroeconomic analysis. The firm employs a variety of strategies, including long-term, short-term, and option-based approaches, and is notable for its primarily non-discretionary asset structure.

Options & derivatives strategies
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