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Fairbanks Capital Management, Inc.

● SEC registered since 1995CRD 107650SEC# 801-50869Rancho Santa Fe, CA
Export (members)
Reg. AUM
$210.6M
Employees
5
Accounts
234
Location
Rancho Santa Fe, CA

Fairbanks Capital Management, Inc. assets under management

Fairbanks Capital Management, Inc. operates as an SEC-registered investment adviser based in Rancho Santa Fe, CA. The firm has been registered since 1995. It reports $210.6 million in regulatory assets under management and employs 5 people.

Fairbanks Capital Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Steven Lee Re ControlChief Compliance OfficerOver 75%2026
Steven Lee Re ControlChief Executive Officer, Chief Financial Officer, Chief Legal Officer, Chief Investment OfficerOver 75%1995

Frequently asked questions

How much does Fairbanks Capital Management, Inc. manage?

Fairbanks Capital Management, Inc. reports $210.6 million in regulatory assets under management on its Form ADV.

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

Fairbanks Capital Management, Inc. reports 5 employees.

Where is Fairbanks Capital Management, Inc. located?

Fairbanks Capital Management, Inc. is based in Rancho Santa Fe, CA and has been SEC-registered since 1995.

Does Fairbanks Capital Management, Inc. disclose fund performance?

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

Contact & registration

Address16236 San Dieguito Rd., Suite 3-28, Rancho Santa Fe, CA 92091
Phone(858) 759-0617
Office hours9:30a.m. To 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$210.6M▼ 43%
Mar '25 — $369.9MApr '25 — $369.9MMay '25 — $369.9MJun '25 — $369.9MJul '25 — $369.9MAug '25 — $369.9MSep '25 — $369.9MOct '25 — $369.9MNov '25 — $369.9MDec '25 — $369.9MJan '26 — $369.9MFeb '26 — $369.9MMar '26 — $210.6MApr '26 — $210.6MMay '26 — $210.6MJun '26 — $210.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$210.6Mregulatory AUM
Discretionary $206.4MNon-discretionary $4.2M