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. The firm is registered with the SEC (registered in 2024) and charges clients on a percentage-of-assets-under-management basis. Its client mix includes high-net-worth individuals and families as well as institutional accounts. Core advisory services described in filings are comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external advisers to execute specialized strategies. Fairvoy identifies itself as a capital allocator, which reflects an active role placing client capital with third‑party alternative managers. The firm does not position itself as an ESG-focused investor.
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 2
Ashley Davis
Chief Financial OfficerCRD 5333705
David Carroll
Chief Operating OfficerCRD 4666874
Contacts
3 of 4
Claudia Johnston
Vice President Co-FounderCRD 4387741
Harry Word
FounderCRD 821891
Stephen Davis
Founding Partner & Managing DirectorCRD 3141831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 127Active vs passive
$410M in ETFs
73%
$300M
26%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $32.8M | 42,782 | 7.98% |
Location
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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