Colton Hugh Fair

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-21
MI	RA	APPROVED	2026-07-07

Branch Locations

2300 E Beltline Ave Ne, Grand Rapids, MI 49525 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Grandville	MI	05/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Grandville	MI	04/2024	Present
Anna's House	Grand Rapids	MI	06/2017	08/2019
The Old Goat	Grand Rapids	MI	05/2020	12/2020
Michigan Sports Academies	Grand Rapids	MI	06/2021	11/2023
Northwestern Mutual	Grand Rapids	MI	06/2023	10/2023
Cornerstone Wealth Partners	Grand Rapids	MI	11/2023	04/2024
Howardsville Christian School	Marcellus	MI	01/2016	05/2019
Cornerstone University	Grand Rapids	MI	08/2019	08/2023

05/2026 → Present

Bank Of America, N.A.

Grandville, MI
04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grandville, MI
06/2017 → 08/2019

Anna's House

Grand Rapids, MI
05/2020 → 12/2020

The Old Goat

Grand Rapids, MI
06/2021 → 11/2023

Michigan Sports Academies

Grand Rapids, MI
06/2023 → 10/2023

Northwestern Mutual

Grand Rapids, MI
11/2023 → 04/2024

Cornerstone Wealth Partners

Grand Rapids, MI
01/2016 → 05/2019

Howardsville Christian School

Marcellus, MI
08/2019 → 08/2023

Cornerstone University

Grand Rapids, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-06