Fairscale Capital, LLC
Firm details
- Headquarters
- Nashua, New Hampshire
- CRD number
- 165535
- Registered since
- January 14, 2022
- Website
- fairscalecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI83.05%
- Individuals15.57%
- Other1.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fairscale Capital, LLC is an independent, SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm markets itself to individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee model includes asset-based fees alongside hourly and fixed-fee arrangements and other fee types. Fairscale is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and does not identify as a pension consultant or capital allocator in public filings.
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 Equities76%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 3
Jeffrey Williams
Managing MemberCRD 2434533
Dyllin Moulton
Vice PresidentCRD 5979795
Alexander Thompson
Senior Private Wealth AssociateCRD 7223544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 141Active vs passive
$90.7M in ETFs
95%
$86.2M
1%
$4.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $30.7M | 44,731 | 33.86% |
Location
Nashua, NH
Hillsborough
Location
Nashua, NH
Headquartered in Nashua, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 402 Amherst St
- Time zone
- ET (UTC-5)
- Office locations
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