Fairfield, Bush & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$576,838,451
Clients
241
Advisors
3
across 2 offices
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
Expertise
Fee options
$0 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.50%
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for accounts below $500,000
Main office
See office320 Boston Post Road, Suite 150
Darien CT 06820
Advisors at this office
2
Offices (2)
Most active in
California · Connecticut · Florida · Illinois · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Vermont · Virginia · Wisconsin
Also doing business as
Fairfield Research Corp · Fairfield, Bush & Co.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael C
Series 66
Darien, CT
Fairfield, Bush & Co.
Michael Carlin is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Fairfield, Bush & Co., and previously worked at Bank of America, Merrill, RBC Capital Markets, and Morgan Stanley. Fairfield, Bush & Co. serves high-net-worth individuals, corporations, retirement plans, and charitable institutions, offering portfolio management with both discretionary and non-discretionary arrangements. The firm employs a fundamental investment approach focused on macroeconomic analysis and high-return businesses, and is notable for managing a majority of assets on a non-discretionary basis.
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.
Erik P
Series 65
Darien, CT
Fairfield, Bush & Co.
Erik Pearson is a financial advisor at Fairfield, Bush & Co. with 17 years of industry experience. He holds a Series 65 designation and has been with Fairfield, Bush & Co. since 2016. Fairfield, Bush & Co. advises high-net-worth individuals, corporations, retirement plans, and charitable institutions, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes fundamental analysis and macroeconomic evaluation, employing long-term and short-term equity strategies along with options strategies for qualified investors, and manages a majority of its assets on a non-discretionary basis.
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