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 is owned by an individual and focuses on serving individual and family clients. Its fee model combines a percentage-of-AUM charge with fixed fees. Fairway provides financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and runs educational seminars and workshops. The firm is a capital allocator and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Contacts
2 of 2
Randy Smith
PresidentCRD 3166132
Summer Dorn
Relationship ManagerCRD 4892488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$183M in ETFs
70%
$128M
30%
$55.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $21.1M | 57,128 | 11.54% |
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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