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 registered investment adviser that began SEC registration in 2021 and operates as a privately owned LLC. The firm serves individual and family clients and describes itself as a capital allocator that combines portfolio management with financial planning and the selection of external advisers. Its fee model mixes percentage-of-assets and fixed fees, which supports both ongoing discretionary relationships and project-based planning work. Investment activity is equity-focused. The firm reports a clear preference for exchange-traded equities and uses listed securities as the primary building blocks of client portfolios. Fairway also sources third-party managers across alternative strategies — including private equity, venture capital, hedge funds, real estate, commodities and collateralized debt — and incorporates mutual funds where appropriate. The firm is not an active ESG investor and does not operate as a multi-state adviser beyond its single-office footprint. Fairway’s advisory services extend beyond simple portfolio construction: they provide financial planning, pension consulting for small entities, and selection of other advisers, positioning the firm to act both as day-to-day manager and as a coordinator of outsourced manager relationships when clients require access to specialist alternative or private-market managers.
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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