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Fairvoy Private Wealth, LLC

● SEC registered since 2024CRD 329636SEC# 801-129698Birmingham, AL
Export (members)
Reg. AUM
$513.2M
Employees
8
Accounts
1,185
Location
Birmingham, AL

Fairvoy Private Wealth, LLC assets under management

Fairvoy Private Wealth, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2024. It reports $513.2 million in regulatory assets under management and employs 8 people.
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Fairvoy Private Wealth, LLC owners & executives

8 reported
NameTitleOwnershipSince
Ashley Counts Davis ControlChief Financial Officer, PartnerUnder 5%2024
Brown Financial Holdings ControlOwner25-50%2024
David Neal Carroll ControlChief Operating Officer, PartnerUnder 5%2024
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Frequently asked questions

How much does Fairvoy Private Wealth, LLC manage?

Fairvoy Private Wealth, LLC reports $513.2 million in regulatory assets under management on its Form ADV.

How many employees does Fairvoy Private Wealth, LLC have?

Fairvoy Private Wealth, LLC reports 8 employees.

Where is Fairvoy Private Wealth, LLC located?

Fairvoy Private Wealth, LLC is based in Birmingham, AL and has been SEC-registered since 2024.

Does Fairvoy Private Wealth, LLC disclose fund performance?

Fairvoy Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Perimeter Park South, Suite 300 S, Birmingham, AL 35243
Phone(205)578-6250
Office hours4-Aug
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$513.2M
Non-discretionary$0
Total (RAUM)$513.2M