$589.0M Total AUM
$250.6M Disc. AUM
-- 3Y CAGR
5 Employees
253 ADV. Clients
52 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Brown Brothers · Charles Schwab & Company · JP Morgan · Merrill Lynch · Pershing
- Clients
- Retail and Institutional
- Platforms
- ZenithUnison
- Established Date
- 09-24-1973
- Office Locations
- 2
Office Locations
320 Boston Post Road Suite 150 Darien CT
65 Locust Avenue NEW Canaan CT
About Fairfield, Bush & Co.
Fairfield, Bush & Co. is a Darien-based RIA with 2 offices. The firm has been operating for 52 years. Managing $589.0M in total assets under management, with 3 advisory representatives. They custody assets with Brown Brothers and Charles Schwab & Company. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$196.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
16.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
52yrs Firm Age
Insights
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Asset Classes
Horizon
Client Personas
Prime
Custodian
Unison delta Peak North crest Matrix bridge Matrix atlas Prime Momentum
Investment Themes
Optima wave Bridge unison
Investment Vehicles
Harbor
Platform
North
Services
Capital alpha Signal Catalyst bridge
Technology
Frontier Pioneer quantum
Owner & Executives
CHARLES AUGUSTUS KRAUSE
Chief Compliance Officer, Managing Director
- CRD
- #2169396
- Ownership
- 75% or more
(819) 808-2176
ridge.signal@insightcapital.com
in linkedin.com/in/crest-value
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL W CARLIN
Director
- CRD
- #5781386
(490) 515-9131
alpha.harbor@signalcapital.com
in linkedin.com/in/unison-zenith
E
ERIK BERNARD PEARSON
Director
- CRD
- #5648003
(465) 804-5531
ridge.oak@momentumcapital.com
in linkedin.com/in/wave-eagle
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,563,385 | $1,006,279 |
| Non-Discretionary | $338,412,214 | $84,603,054 |
| Total | $588,975,599 | $2,327,967 |
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Separately Managed Accounts
Total SMA Asset: $588,975,599
Equity - Exchange:
16.0% U.S. Government/Agency:
42.0% Cash:
17.3% Public Funds:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,116,303,983 | 16.0% |
| U.S. Government/Agency | $2,930,297,955 | 42.0% |
| Cash | $1,207,003,681 | 17.3% |
| Public Funds | $1,723,294,273 | 24.7% |
| Total | $6,976,899,892 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL CAPITAL FRONTIER | INSIGHT VALUE | OYGFOJL55 | ZPKNR | 4.58% | $18,909,628 |
| VERTEX FOCUS PIONEER | FOCUS MATRIX | DU5NLT4GY | UNNG | 10.51% | $65,589,418 |
| LEGACY FOUNDATION QUANTUM | ATLAS EMBER | GQQVAYHB5 | VEYJD | 3.31% | $104,780,229 |
| INSIGHT OAK | INSIGHT EAGLE | UUQOA8B8P | ETH | 11.23% | $53,816,356 |
| GLACIER ZENITH | UNISON LEGACY | MJ3XFI6O9 | XRTA | 12.14% | $54,999,013 |
| DELTA VECTOR | EAGLE DELTA | K7Q3LQDJU | ASTO | 5.69% | $60,538,908 |
| ELEMENT LEGACY | PATHWAY WAVE | S93OUF71T | VWZDI | 3.87% | $71,554,705 |
| ALPHA FUSION | HORIZON UNISON | T48F45KTX | XBS | 2.73% | $70,154,003 |