FAIRVIEW CAPITAL

RIASEC RegisteredEst. 1998

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$2.8M

Accounts

730

Employees

17

Advisory reps

5

Firm details

Headquarters: GREENBRAE, California
CRD number: 108102
Registered since: March 24, 1998
Website: www.fairviewcap.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.61%
Corporations / Businesses12.67%
Charitable Organizations1.32%
Pension & Profit Sharing Plans0.28%
Individuals0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fairview Capital is an independent registered investment adviser organized as an LLC and SEC-registered since 1998. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals, small businesses and institutional/business clients. Its fee model combines percentage-of-AUM pricing with the option for fixed fees. Fairview does not position itself as an ESG-focused manager and is not identified as a multi-state adviser. The firm appeared on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Public Funds/Mutual Funds2%
Cash & Cash Equivalents1%

Contacts

3 of 5

MARIA-ELENA RONER
Private Client AdvisorCRD 4891867
ANDREW MATHIESON
Founder and Managing MemberCRD 2216867
JACOB MILLER
Investment ProfessionalCRD 4819068

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 133

Active vs passive

$417M in ETFs

Passive

83%

$346M

Active

17%

$70.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
JPMORGAN ULTRA-SHORT INCOME ETF (JPST)	JP Morgan	Active	Ultrashort Bond	$36.4M	719,059	8.73%

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Primary office

GREENBRAE, CA

MARIN

Location

GREENBRAE, CA

Headquartered in GREENBRAE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: MARIN
Address: 300 Drakes Landing Rd
Time zone: PT (UTC-8)
Office locations

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