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| Fairvoy Private Wealth LLC
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|
|---|---|
| CRD # | 329636 |
| SEC # | 801-129698 |
| CIK # | 0002046607 |
| AUM | $605.1 M (2026-03-10) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 205-578-6250 |
| Address | One Perimeter Park South Birmingham, AL 35243 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.6 | ||
| Southern Co | 11.0 | ||
| Amazon Com Inc | 8.6 | ||
| Genuine Parts Co | 7.9 | ||
| Microsoft Corp | 7.1 | ||
| Alphabet Inc | 7.0 | ||
| Broadcom Inc | 6.6 | ||
| Cummins Inc | 6.3 | ||
| Nvidia Corp | 6.2 | ||
| Wal Mart Stores Inc | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 103.5 |
| (b) Individuals (high net worth individuals) | 185 | 493.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,269 | 605.1 |
| By Discretionary | ||
| Discretionary | 1,269 | 605.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,269 | 605.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.1 | |
| Total | 1,269 | 605.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002046607] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Enterprise Investment Company
✚
|
MI | 0.6 |
|
Cogentblue Wealth Advisors LLC
✚
|
TN | 0.6 |
|
Prostatis Group LLC
✚
|
MD | 0.6 |
|
TLWM LLC
✚
|
TX | 0.6 |
|
MFA Wealth Advisors LLC
✚
|
PA | 0.6 |
|
Atlas Brown Inc
✚
|
KY | 0.6 |
|
Destiny Family Office
✚
|
FL | 0.6 |
|
Tucker Asset Management LLC
✚
|
CO | 0.6 |
|
Avaii Wealth Management LLC
✚
|
WI | 0.6 |
|
Intergy Private Wealth LLC
✚
|
CO | 0.6 |