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Fairway Financial
Fairway Financial, LLC is an SEC-registered investment adviser in Casselberry, FL, registered since 2024. The firm manages $160 million in regulatory assets...
Overview
Fairway Financial, LLC is an SEC-registered investment adviser in Casselberry, FL, registered since 2024. The firm manages $160 million in regulatory assets under management, $160 million of which is discretionary. It has 3 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Frequently asked questions
Does Fairway Financial manage pooled investment vehicles like hedge funds or private equity funds?
No. Based on the firm's public SEC filings, Fairway Financial does not manage or sponsor pooled investment vehicles. The firm advises only separate accounts and does not participate in private fund structures or fund-of-fund arrangements. Its clients are individuals and, in some cases, entity-level accounts rather than investors in commingled vehicles.
Who manages Fairway Financial?
The firm has not published the names of its principals. SEC filings occasionally list the chief compliance officer and controlling persons, but in the absence of a website or LinkedIn presence, no verified leadership roster is publicly available. This opacity supports the view that the firm is a sole-practitioner or small-partnership vehicle.
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