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Fairway Capital Advisors

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Client assets under management

$66,700,730

Clients

49

59% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

25

Low

Average account size

$1,361,239

About

Fairway Capital Advisors serves individual clients — including high‑net‑worth households — as well as trusts, estates and employer retirement plans. The firm offers comprehensive portfolio management, standalone financial planning, and ongoing retirement plan consulting.

The firm’s investment process typically operates on a non‑discretionary basis: it obtains client approval prior to effecting trades and implements strategies through a mix of in‑house management, separately managed accounts and selected third‑party money managers. Portfolios and third‑party managers are monitored periodically and the firm recommends institutional custodians and execution platforms to clients.

Distinctive for a supported firm of its size, Fairway sponsors a wrap fee program limited to legacy clients while requiring all new clients to sign non‑wrap agreements, and it reported approximately $66.7 million in non‑discretionary regulatory AUM and $0 in discretionary AUM as of the reporting date. The firm operates with a small advisory team (two advisors serving under 50 clients) and emphasizes client consent, third‑party manager due diligence, and periodic reviews as central elements of its operating model.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Passive / index investing

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Fee options

Fixed

Flat fees from $500 to $50,000 for Financial Planning & Consulting services

Percentage

$0+: up to 2.00% annually for Comprehensive Portfolio Management $0+: up to 1.50% annually for Retirement Plan Consulting

Other

Fee-only: Flat fees from $500 to $50,000 for Financial Planning & Consulting services

Main office location

Fairway Capital Advisors

Newport Beach CA, United States

Number of offices

1

Most active in

More info

California · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 818-653-6889

Advisors at this firm

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Robert M

Series 66

Newport Beach, CA

Fairway Capital Advisors

Robert Mcdonald is a financial advisor at Fairway Capital Advisors in Newport Beach, CA, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Fairway Capital Advisors provides investment advisory and planning services to individuals, trusts, and employer-sponsored retirement plans. The firm manages client accounts primarily on a non-discretionary basis and integrates multiple analytical methods and third-party manager due diligence in its portfolio management approach.

Options & derivatives strategies Passive / index investing
user avatar

Shaun M

Series 66

Newport Beach, CA

Fairway Capital Advisors

Shaun Mutch is a financial advisor at Fairway Capital Advisors with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. and Purshe Kaplan Sterling Investments. Based in Newport Beach, CA, he has been with Fairway Capital Advisors since 2021. Fairway Capital Advisors provides investment advisory and planning services to individuals, trusts, and employer-sponsored retirement plans. The firm manages client accounts primarily on a non-discretionary basis, utilizing a range of investment strategies and third-party manager due diligence while combining retirement plan consulting with individualized portfolio management.

Options & derivatives strategies Passive / index investing
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