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| Keyboard |
| Fairfax Global Investment Management LLC
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|---|---|
| CRD # | 314171 |
| SEC # | 801-121341 |
| CIK # | |
| AUM | 147.7 M (2026-05-27) |
| Employees | 7 (14% Investors, 14% Brokers) |
| Phone | 540-905-5858 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 30.0 |
| (b) Individuals (high net worth individuals) | 3 | 8.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 7.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 10 | 102.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 277 | 147.7 |
| By Discretionary | ||
| Discretionary | 277 | 147.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 277 | 147.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.7 | |
| Total | 277 | 147.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 148.1 M |
|
Broadwing Capital Advisors Inc
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CA | 148.0 M |
|
AXIA Wealth Management Inc
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OR | 148.0 M |
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Paller Financial Services Inc
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CO | 147.9 M |
|
GeoVest Advisors Inc
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|
Plan2Thrive Financial LLC
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IA | 147.5 M |
|
Stembrook Asset Management LLC
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|
NJ | 147.5 M |
|
Peachcap Tax & Advisory LLC
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GA | 147.5 M |
|
Blue Bear Financial LLC
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|
147.4 M | |
|
Chelsea Advisory Services Inc
✚
|
NY | 147.4 M |