FAIRBANKS CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- RANCHO SANTA FE, California
- CRD number
- 107650
- Registered since
- December 26, 1995
- Website
- fairbankscap.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.,, INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93%
- Individuals2.94%
- Other2.01%
- Pension & Profit Sharing Plans1.66%
- Corporations / Businesses0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fairbanks Capital Management, Inc. is an independent, SEC-registered Registered Investment Adviser operating since 1995. Owned by an individual, the firm serves both individual/family and institutional clients on a fee‑for‑assets basis. Its advisory scope centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional accounts. The firm identifies equities as its primary preference and is not an active ESG 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
- Exchange Traded Equities84%
- State & Local Bonds10%
- US Government Bonds3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2STEVEN RE
Founder & Chief Exceutive OfficerCRD 822483
ANTHONY RE
EVP & Chief Operating OfficerCRD 6595553
Contacts
2 of 2RAPHAEL BIDERMAN
Senior Equity AnalystCRD 7033275
CHRIS CHO
Portfolio ManagerCRD 4868921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.9M in ETFs
76%
$1.5M
24%
$470K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $1.5M | 38,323 | 75.85% |
Location
RANCHO SANTA FE, CA
SAN DIEGO
Location
RANCHO SANTA FE, CA
Headquartered in RANCHO SANTA FE, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 16236 San Dieguito Rd
- Time zone
- PT (UTC-8)
- Office locations
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