FAIRWAY ASSET MANAGEMENT, LLC
SEC RegisteredPERFORMANCE. INTEGRITY. TRANSPARENCY.
About the firm
Fairway Asset Management is a financial advisory firm that takes a personalized approach to clients' financial journeys. They focus on the entire financial picture, providing guidance that is transparent, objective, and in the client's best interest, with the goal of transforming goals into lasting achievements.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, Retirement Planning, and Retirement Plans (for businesses and employees).
Who they serve
Individuals seeking personalized financial guidance, including those pursuing financial independence, legacy growth, or who have complex financial situations and lack a clear financial plan.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 63 | $13M |
| High Net Worth Individuals | 11 | $56M |
| Charitable Organizations | 7 | $6.1M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Balanced/Equity - Up to $1,000,000 | 1.25% |
| Balanced/Equity - Next $2,000,000 | 1.00% |
| Balanced/Equity - Next $2,000,000 | 0.75% |
| Balanced/Equity - In excess of $5,000,000 | 0.50% |
| Fixed Income - Up to $1,000,000 | 0.60% |
| Fixed Income - Next $4,000,000 | 0.50% |
| Fixed Income - In excess of $5,000,000 | 0.40% |
Data as of March 30, 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. FAIRWAY ASSET MANAGEMENT, LLC 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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