# Fairlead Strategies LLC

Fairlead Strategies LLC is an other based in Greenwich.

## Overview

- **Organization type:** other
- **Headquarters:** Greenwich
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** https://fairleadstrategies.com

## Regulatory record

- **CRD number:** 341167
- **SEC file number:** 801-135774
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341167

## About

Fairlead Strategies is an independent research firm and related adviser based in Greenwich, Connecticut. The firm helps investors support tactical decision-making and risk management through technical analysis, disciplined market research, and rules-based investment strategies. It provides technical research, consulting, and asset management solutions, including research covering equities, sectors, ETFs, commodities, currencies, Treasuries, and cryptocurrency.

## Sectors

- Hedge Funds

## People

- Katie Stockton — CMT — Founder and Managing Partner
- Dan Wychulis — President & COO
- Tom Herrick — Chief Revenue Officer
- Will Tamplin — CMT — Senior Technical Analyst
- Chris Olsen — Technical Analyst
- Lucy Santora — Client Operations Associate

## Questions

### Does Fairlead Strategies manage capital or only provide research?

Fairlead Strategies does not manage external capital. It operates as an independent research boutique, providing technical analysis reports and custom advisory services to institutional clients (per the firm's public communications).

### How does Fairlead Strategies generate trade signals?

The firm applies a rules-based methodology combining trend-following indicators like moving averages with counter-trend oscillators such as stochastic readings and MACD. Signals are applied across multiple time frames—daily, weekly, and monthly—across asset classes.

### What asset classes does Fairlead Strategies cover?

Fairlead Strategies covers U.S. equities, international equities, sector ETFs, commodities, currencies, and fixed income instruments. Its research spans both individual securities and broad market indices (per the firm's website).

### How does Fairlead Strategies compare to fundamental research firms?

Fairlead Strategies exclusively employs technical analysis—studying price patterns, volume, and momentum—rather than analyzing financial statements or economic data. This makes it a specialized alternative to traditional fundamental research providers.

### What is the firm's stance on risk management?

Fairlead Strategies integrates risk management into its research by providing clear stop-loss and take-profit levels on each trade idea, based on identified support and resistance points. Subscribers receive ongoing updates to adjust positions as market conditions change.

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- [Vera Lake Capital](https://altss.com/profile/vera-lake-capital-llc)
- [Sagebrush Wealth Partners](https://altss.com/profile/sagebrush-wealth-partners)

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Last updated: 2026-08-11T15:06:42.396Z

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