Fairview Capital
Firm details
- Headquarters
- Greenbrae, California
- CRD number
- 108102
- Registered since
- March 24, 1998
- Website
- www.fairviewcap.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.61%
- Corporations / Businesses12.67%
- Charitable Organizations1.32%
- Pension & Profit Sharing Plans0.28%
- Individuals0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fairview Capital operates as an independent registered investment adviser organized as a limited liability company. Established and SEC-registered since 1998, the firm serves primarily individual and family clients and charges a mix of asset-based fees and fixed fees. Its core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients. Fairview does not position itself as an ESG-focused manager, and it does not describe itself as a multi-state or pension consultant adviser. The firm was recognized by Financial Advisor Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Contacts
3 of 5Maria-elena Roner
Private Client AdvisorCRD 4891867
Andrew Mathieson
Founder and Managing MemberCRD 2216867
Jacob Miller
Investment ProfessionalCRD 4819068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$454M in ETFs
85%
$384M
15%
$69.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $39.1M | 548,929 | 8.62% |
Location
Greenbrae, CA
Marin
Location
Greenbrae, CA
Headquartered in Greenbrae, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 300 Drakes Landing Rd
- Time zone
- PT (UTC-8)
- Office locations
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