Fairview Capital
SEC RegisteredExpert, Ethical, Effective Wealth Management
About the firm
Founded in 1995, Fairview Capital manages more than $2 billion in assets for individuals, families, trusts and institutional investors. The firm strives to provide personalized wealth management services and professional investment advisory expertise, guided by clients' best interests and unique needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including financial planning, investment management, tax-efficient investing, estate planning guidance, insurance guidance, account titling, retirement plans, education funding, charitable giving, and coordination with estate attorneys, accountants, trustees, and other advisors.
Who they serve
Individuals, families, trusts, and institutional investors, including multiple generations of client families.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 241 | $1.7B |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fairview Capital has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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