FAIRVOY PRIVATE WEALTH, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 329636
- Registered since
- April 3, 2024
- Website
- fairvoypw.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.55%
- Individuals17.11%
- Pension & Profit Sharing Plans0.91%
- Corporations / Businesses0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fairvoy Private Wealth, LLC is an independent registered investment adviser organized as an LLC and positioned as a capital allocator for high-net-worth individuals, families and institutions. The firm charges fees based on a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Fairvoy reports it is not an active ESG investor. Its reported model favors externally managed solutions—using other advisers and pooled vehicles to implement client mandates rather than relying solely on in‑house proprietary strategies. Investment activity centers on public pooled funds as the primary building blocks for client portfolios, with significant use of separately managed account structures. As a capital allocator the firm supplements public-market exposure with allocations to alternative asset classes to pursue diversification and return enhancement for clients with the liquidity and eligibility to participate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds49%
- Exchange Traded Equities41%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2ASHLEY DAVIS
Chief Financial OfficerCRD 5333705
DAVID CARROLL
Chief Operating OfficerCRD 4666874
Contacts
3 of 4Alma Maric
Vice PresidentCRD 5041645
CLAUDIA JOHNSTON
Vice President Co-FounderCRD 4387741
STEPHEN DAVIS
Founding Partner & Managing DirectorCRD 3141831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
JEFFERSON
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 1 Perimeter Park S
- Time zone
- CT (UTC-6)
- Office locations
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