Overview
Assets Under Management: $117 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 11
Average Client Assets: $5.1 million
Frequently Asked Questions
FAIRWAY ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146636), FAIRWAY ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FAIRWAY ASSET MANAGEMENT, LLC is headquartered in OMAHA, NE.
FAIRWAY ASSET MANAGEMENT, LLC serves 11 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, FAIRWAY ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FAIRWAY ASSET MANAGEMENT, LLC manages $117 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, FAIRWAY ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.77%
Average Client Assets: $5.1 million
Total Client Accounts: 83
Discretionary Accounts: 76
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 146636
Filing ID: 2081967
Last Filing Date: 2026-03-30 08:50:23