Fairway Financial, LLC
Firm details
- Headquarters
- Casselberry, Florida
- CRD number
- 134675
- Registered since
- October 7, 2024
- Website
- www.myfairwayfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.48%
- Individuals24.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fairway Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm focuses on individuals and families, offering financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars. Its compensation mixes percentage-of-AUM fees with fixed fees, and it identifies itself as a capital allocator that places client assets with third‑party managers when appropriate. Fairway is not positioned as an ESG investor and does not advertise multi‑state advisory or pension consulting specialties.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$205M in ETFs
51%
$104M
49%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $30.2M | 80,776 | 14.74% |
Location
Casselberry, FL
Seminole
Location
Casselberry, FL
Headquartered in Casselberry, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Seminole
- Address
- 950 S Winter Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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