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Fai Capital Management, Inc.

● SEC registered since 2008CRD 147025SEC# 801-69624Tampa, FL
Export (members)
Reg. AUM
$842.1M
Employees
5
Accounts
12
Location
Tampa, FL

Fai Capital Management, Inc. assets under management

Fai Capital Management, Inc. is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2008. It reports $842.1 million in regulatory assets under management and employs 5 people.

Fai Capital Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Andrew Alexander MathesSenior Vice PresidentUnder 5%2026
Jerry Wayne Ford ControlPresident/Chief Compliance OfficerOver 75%2008
Jonathan William FordSenior Vice PresidentUnder 5%2022
William Skinner ReedSenior Vice PresidentUnder 5%2022

Frequently asked questions

How much does Fai Capital Management, Inc. manage?

Fai Capital Management, Inc. reports $842.1 million in regulatory assets under management on its Form ADV.

How many employees does Fai Capital Management, Inc. have?

Fai Capital Management, Inc. reports 5 employees.

Where is Fai Capital Management, Inc. located?

Fai Capital Management, Inc. is based in Tampa, FL and has been SEC-registered since 2008.

Does Fai Capital Management, Inc. disclose fund performance?

Fai Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address109 S. MacDill Avenue, Tampa, FL 33609
Phone813-874-6621
Fax813-874-6624
Office hours8:30 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$842.1M▼ 5%
Mar '25 — $883.9MApr '25 — $883.9MMay '25 — $883.9MJun '25 — $883.9MJul '25 — $883.9MAug '25 — $883.9MSep '25 — $883.9MOct '25 — $883.9MNov '25 — $883.9MDec '25 — $883.9MJan '26 — $883.9MFeb '26 — $883.9MMar '26 — $842.1MApr '26 — $842.1MMay '26 — $842.1MJun '26 — $842.1MJul '26 — $842.1MAug '26 — $842.1MSep '26 — $842.1M
Mar '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 36%
Larger than 64% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers

Assets under management

$842.1Mregulatory AUM
Discretionary $0Non-discretionary $842.1M