Fairway Capital Advisors

RIASEC RegisteredEst. 2021
Total AUM
$66.7M
Discretionary
$0
0% of AUM
Avg account
$269K
Accounts
248
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
314892
Registered since
July 30, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, State & Local Bonds 10%, US Government Bonds 4%, Public Funds/Mutual Funds 4%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%80%
  • Exchange Traded Equities80%
  • State & Local Bonds10%
  • US Government Bonds4%
  • Public Funds/Mutual Funds4%
  • Non-Exchange Traded Equities1%

Contacts

2 of 2
  • Robert Mcdonald

    Robert Mcdonald

    Managing PartnerCRD 5498488

  • Shaun Mutch

    Shaun Mutch

    Managing PartnerCRD 4641081

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth