Ricky Faircloth
Berg Faircloth Investment Advisors · Leesburg, Virginia
Ricky 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.
Request an introduction to Ricky →
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 3117825 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.b-f-i-a.com |
How Ricky's firm compares
- Berg Faircloth Investment Advisors's average account is about $218,000, from its Form ADV (assets managed divided by 188 accounts).
Request an introduction to Ricky
Tell Ricky a little about what you're looking for. Ricky isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ricky
Is Ricky Faircloth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ricky 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 Ricky charge for financial advice?
Ricky's firm, Berg Faircloth Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ricky Faircloth based?
Ricky Faircloth is based in Leesburg, Virginia.
Is Ricky Faircloth registered with the SEC?
Yes. Ricky Faircloth is registered as an investment adviser representative in DC, FL, MD, NC, TX and VA (CRD 3117825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Ricky Faircloth?
Through Ricky'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.
See something wrong? Request a correction. Read our methodology.