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 SEC-registered in 2024. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM basis. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third‑party managers. Fairvoy identifies itself as a capital allocator and does not characterize itself as an active ESG investor.
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
- 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 124Active vs passive
$420M in ETFs
74%
$309M
26%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $32M | 42,767 | 7.63% |
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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