FAIRVOY PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2024
Total AUM
$605M
Discretionary
$605M
100% of AUM
Avg account
$477K
Accounts
1,269
Employees
8
Advisory reps
6

Firm details

Headquarters
Birmingham, Alabama
CRD number
329636
Registered since
April 3, 2024
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI81.55%
  • Individuals17.11%
  • Pension & Profit Sharing Plans0.91%
  • Corporations / Businesses0.43%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fairvoy Private Wealth, LLC is an independent registered investment adviser organized as an LLC and positioned as a capital allocator for high-net-worth individuals, families and institutions. The firm charges fees based on a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Fairvoy reports it is not an active ESG investor. Its reported model favors externally managed solutions—using other advisers and pooled vehicles to implement client mandates rather than relying solely on in‑house proprietary strategies. Investment activity centers on public pooled funds as the primary building blocks for client portfolios, with significant use of separately managed account structures. As a capital allocator the firm supplements public-market exposure with allocations to alternative asset classes to pursue diversification and return enhancement for clients with the liquidity and eligibility to participate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 41%, Cash & Cash Equivalents 8%, US Government Bonds 1%, State & Local Bonds 1%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities41%
  • Cash & Cash Equivalents8%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • ASHLEY DAVIS

    Chief Financial OfficerCRD 5333705

  • DAVID CARROLL

    Chief Operating OfficerCRD 4666874

Contacts

3 of 4
  • Alma Maric

    Vice PresidentCRD 5041645

  • CLAUDIA JOHNSTON

    Vice President Co-FounderCRD 4387741

  • STEPHEN DAVIS

    Founding Partner & Managing DirectorCRD 3141831

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Birmingham, AL

JEFFERSON

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
JEFFERSON
Address
1 Perimeter Park S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth