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F.f. Advisors, LLC

F.f. Advisors, LLC. CRD 131075

F

CRD: 131075

F.f. Advisors, LLC

Wayland, MA
5086533953
$98.0M Total AUM
$98.0M Disc. AUM
-- 3Y CAGR
1 Employees
115 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
02-05-1998
Office Locations
1

Office Locations

103 Willow Brook DR Wayland MA

About F.f. Advisors, LLC

F.f. Advisors, LLC is a Wayland-based RIA. The firm has been operating for 28 years. Managing $98.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Insurance.

Team overview

-- AVG AGE
$98.0M AVG AUM / ADVISOR
$852.2K AVG AUM / CLIENT
28.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Value zenith

Client Personas

Focus

Investment Themes

Unison catalyst

Investment Vehicles

Optima fusion

Services

Bridge summit

Owner & Executives

S

STEVEN FANGER

Managing Member, President

CRD
#2969189
Ownership
75% or more
(466) 619-6149
matrix.meridian@bridgecapital.com
in linkedin.com/in/pioneer-capital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $98,000,000 --
Non-Discretionary $0 --
Total $98,000,000 --

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Separately Managed Accounts

Total SMA Asset: $98,000,000

$98.0M Total SMA
Equity - Exchange:
17.2%
Public Funds:
20.0%
Cash:
20.9%
Corporate - Investment Grade:
23.2%
U.S. Government/Agency:
18.7%
Asset class Assets Assets %
Equity - Exchange $586,458,068 17.2%
Public Funds $681,927,986 20.0%
Cash $712,614,745 20.9%
Corporate - Investment Grade $791,036,464 23.2%
U.S. Government/Agency $637,602,666 18.7%
Total $3,409,639,929 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FUSION CAPITAL SIGNAL HORIZON RO78YSIDZ IPPR 12.40% $63,639,280
ALPHA HORIZON MERIDIAN RIDGE MVFGALUHJ QZE 2.51% $51,470,733
FUSION LEGACY CATALYST BEACON 96KICB9AA IPZEL 1.62% $51,125,292
NORTH PEAK HARBOR CREST LVNKR2BDZ XAH 10.17% $47,499,624
OPTIMA PATHWAY DELTA PEAK 0Q6CYDU78 SQB 6.86% $38,116,901
VERTEX MOMENTUM ELEMENT FUSION FUSION 0THKFH0A9 IWV 7.24% $13,088,195
RIDGE RIDGE CREST ELEMENT ALPHA UGALCKT95 BEQRP 3.16% $34,781,850
DELTA WAVE MERIDIAN MERIDIAN NX9BBNHR1 KNI 1.00% $28,512,206

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