Fairway Financial, LLC
● SEC registered since 2024CRD 134675SEC# 801-131250Casselberry, FL
Reg. AUM
$159.6M
Employees
3
Accounts
329
Location
Casselberry, FL
Fairway Financial, LLC assets under management
Fairway Financial, LLC is a registered investment adviser overseen by the SEC based in Casselberry, FL. The firm has been registered since 2024. It reports $159.6 million in regulatory assets under management and employs 3 people.
Fairway Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Randy Eugene Smith Control | Managing Member/Owner/Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Fairway Financial, LLC manage?
Fairway Financial, LLC reports $159.6 million in regulatory assets under management on its Form ADV.
How many employees does Fairway Financial, LLC have?
Fairway Financial, LLC reports 3 employees.
Where is Fairway Financial, LLC located?
Fairway Financial, LLC is based in Casselberry, FL and has been SEC-registered since 2024.
Does Fairway Financial, LLC disclose fund performance?
Fairway Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 950 S Winter Park Drive, Suite 352, Casselberry, FL 32707 |
| Phone | 407-628-0850 |
| Fax | 407-628-1482 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1921009 |
| Discloses disciplinary history | No |
Regulatory AUM
$159.6M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$159.6Mregulatory AUM
Discretionary $159.6MNon-discretionary $21K