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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fairvoy Private Wealth LLC
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|---|---|
| CRD # | 329636 |
| SEC # | 801-129698 |
| CIK # | 0002046607 |
| AUM | $513.2 M (2025-07-21) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 205-578-6250 |
| Address | One Perimeter Park South Birmingham, AL 35243 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 10.8 | ||
| Microsoft Corp | 10.1 | ||
| Apple Inc | 9.8 | ||
| Amazon Com Inc | 8.8 | ||
| Genuine Parts Co | 7.7 | ||
| Broadcom Inc | 7.4 | ||
| Uber Technologies Inc | 6.0 | ||
| Wal Mart Stores Inc | 5.5 | ||
| Nvidia Corp | 5.5 | ||
| International Business Machines Corp | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 133.2 |
| (b) Individuals (high net worth individuals) | 144 | 374.6 |
| (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 | 1 | 5.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 3 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,185 | 513.2 |
| By Discretionary | ||
| Discretionary | 1,185 | 513.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,185 | 513.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 513.2 | |
| Total | 1,185 | 513.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002046607] |
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Integrity Advisory Solutions LLC
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TX | 0.5 |
|
Diversified Financial Advisors LLC
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MO | 0.5 |
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Greater Midwest Financial Group LLC
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MN | 0.5 |