Daniel Faircloth
Berg Faircloth Investment Advisors · Leesburg, Virginia
Daniel Faircloth is a fee-only financial advisor at Berg Faircloth Investment Advisors in Leesburg, Virginia. Berg Faircloth Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Berg Faircloth Investment Advisors |
|---|---|
| Based in | Leesburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $41.0M across 188 accounts |
| SEC registration | Investment adviser representative in DC, FL, MD, NC, TX, VA · CRD 4273444 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.b-f-i-a.com |
How Daniel's firm compares
- Berg Faircloth Investment Advisors's average account is about $218,000, from its Form ADV (assets managed divided by 188 accounts).
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Questions about Daniel
Is Daniel Faircloth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Berg Faircloth Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Berg Faircloth Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Faircloth based?
Daniel Faircloth is based in Leesburg, Virginia.
Is Daniel Faircloth registered with the SEC?
Yes. Daniel Faircloth is registered as an investment adviser representative in DC, FL, MD, NC, TX and VA (CRD 4273444), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Berg Faircloth Investment Advisors manage?
Berg Faircloth Investment Advisors reports $41.0M across 188 accounts in assets under management.
How do I contact Daniel Faircloth?
Through Daniel's website, www.b-f-i-a.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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