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Fair Weather Strategies LLC

Fair Weather Strategies LLC. CRD 163031

Fair Weather Strategies LLC logo

CRD: 163031

Fair Weather Strategies LLC

$27.9M Total AUM
$27.9M Disc. AUM
-- 3Y CAGR
1 Employees
102 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Established Date
06-07-2012
Office Locations
1

Office Locations

-- Andover MA

About Fair Weather Strategies LLC

Fair Weather Strategies is an independent, fiduciary wealth manager providing ongoing financial planning and active risk management. The firm emphasizes transparent, easy-to-understand fees and builds diversified portfolios designed to reduce correlation to broad markets, primarily using ETFs. Client assets are not held in custody by the firm and remain in clients’ names at large financial institutions. Notably, it publishes actual client performance on its website.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 102 clients, or 102 clients per representative. That equates to $273.6K in reported AUM per client.

The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

50 AVG AGE
$27.9M AVG AUM / ADVISOR
$273.6K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

THOMAS GERARD KILGALLEN

THOMAS GERARD KILGALLEN

Chief Compliance Officer, Managing Member, Principal

CRD
#2648983
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $27,905,836 --
Non-Discretionary $0 --
Total $27,905,836 --

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Separately Managed Accounts

SMA allocation detail is available

Fair Weather Strategies LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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