Faire Capital Group

RIAState Registered
Total AUM
$102M
Discretionary
$102M
100% of AUM
Avg account
$636K
Accounts
160
Employees
1
Advisory reps
1

Firm details

Headquarters
Gig Harbor, Washington
CRD number
322829
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI77.11%
  • Pooled Investment Vehicles19.45%
  • Individuals3.4%
  • Other Investment Advisers0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Faire Capital Group is an independent, individually owned RIA operating as an LLC and registered at the state level in Washington. The firm serves both individual/family and institutional clients and acts as a capital allocator, offering financial planning, discretionary portfolio management for individuals and pooled vehicles, and selection of other advisers. Its fee arrangements include percentage-of-assets management fees and performance-based fees. Faire Capital Group does not identify as an active ESG investor and reports roles as an investment adviser and sponsor, including acting as a GP or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 32%, Other 4%, Cash & Cash Equivalents 3%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities32%
  • Other4%
  • Cash & Cash Equivalents3%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Gig Harbor, WA

Pierce

Location

Gig Harbor, WA

Headquartered in Gig Harbor, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
Pierce
Address
2727 Hollycroft St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth