Berg Faircloth Investment Advisors Corp. (Leesburg)

Berg Faircloth Investment Advisors Corp. is a mid-sized advisory firm based in Leesburg. It manages $34.15 million of regulatory assets for 285 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Colorado, Delaware, and 16 other states.

Berg Faircloth Investment Advisors Corp provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Berg Faircloth Investment Advisors Corp: assets under management

The assets under management (AUM) of Berg Faircloth Investment Advisors Corp. is $34.15 million. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.97 million in discretionary accounts and $180.3 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $121.32 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.06 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Berg Faircloth Investment Advisors Corp. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Berg Faircloth Investment Advisors Corp.

Berg Faircloth Investment Advisors Corp. is owned by Oscar Landon Faircloth. Ricky Landon Faircloth joined the executive team most recently as the President, Financial Operations Principal, Securities Principal.

Direct owners and executive officers

Based in Leesburg

The principal office where Berg Faircloth Investment Advisors Corp. performs its advisory services is located at 44135 Woodridge Parkway, Leesburg, VA 20176, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-821-1040 or by fax 703-821-1610. The normal business hours are 9:00 am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.b-f-c.com.

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