# Catharine Fairley Planning Group

Catharine Fairley Planning Group is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 169243
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169243

## About

CATHARINE FAIRLEY PLANNING GROUP LLC is a state-registered investment adviser in FREDERICK, MD. It has 1 employee and 1 investment adviser. The firm is based in FREDERICK, MD.

## People

- Catharine Fairley — Principal

## Questions

### Does the firm commit to outside private funds or make direct investments?

The firm does not publicly disclose its investment approach. Single-family planning groups of this type often maintain flexibility to invest directly in operating businesses, real estate, or private funds, but no specific allocations or commitments have been reported.

### What is known about the principal's professional background?

Catharine Fairley's professional history prior to forming the planning group is not documented in public records or industry databases. The firm's low-profile posture limits available information about her prior investment experience or advisory credentials.

## Related profiles

- [Borrero Investment Management](https://altss.com/profile/borrero-investment-management-llc)
- [Dresner Financial Planning](https://altss.com/profile/dresner-financial-planning)

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Last updated: 2026-07-06T01:24:13.754Z

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