Fairway Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 314892
- Registered since
- July 30, 2021
- Website
- fairwaycapadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.94%
- Individuals10.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fairway Capital Advisors is an independent RIA organized as an LLC that advises mainly individual and family clients. The firm operates as a capital allocator and offers both percentage-of-AUM and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fairway is state-registered in California and is owned by an individual proprietor.
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
- Exchange Traded Equities80%
- State & Local Bonds10%
- US Government Bonds4%
- Public Funds/Mutual Funds4%
- Non-Exchange Traded Equities1%
Contacts
2 of 2
Robert Mcdonald
Managing PartnerCRD 5498488
Shaun Mutch
Managing PartnerCRD 4641081
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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