Fairway Investment Group, LLC

RIASEC RegisteredEst. 2026
Total AUM
$107M
Discretionary
$0
0% of AUM
Avg account
$94.7K
Accounts
1,131
Employees
27
Advisory reps
29

Firm details

Headquarters
East Lansing, Michigan
CRD number
149034
Registered since
August 18, 2026
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals83.86%
  • HNWI14.95%
  • Corporations / Businesses1.19%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fairway Investment Group, LLC is a limited liability company operating as a non-independent retail registered investment adviser. The firm is SEC-registered (registration year listed as 2026) and is owned by a mix of domestic corporate and individual interests. Its client mix includes individuals and families as well as institutional entities. Compensation is charged on a percentage-of-assets-under-management basis. Advisory services emphasize portfolio management for individuals, small businesses, and institutional clients, along with educational seminars and workshops. Fairway reports affiliations with a broker-dealer, other investment advisers, and an insurance company. The firm does not identify itself as an active ESG investor, is not a capital allocator, and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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 87%, Exchange Traded Equities 7%, Cash & Cash Equivalents 6%, Other 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents6%
  • Other1%

Contacts

3 of 29
  • Kenneth Cook

    Financial AdvisorCRD 5867652

  • Jason Diotte

    Jason Diotte

    DirectorCRD 4492186

  • Lowell Conner

    Lowell Conner

    Financial Services RepresentativeCRD 6339533

Unlock 26 more contacts

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

East Lansing, MI

Ingham

Location

East Lansing, MI

Headquartered in East Lansing, MI, in the Midwest of the United States.

Region
Midwest
County
Ingham
Address
1216 Kendale Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth