CRD: 107650
Fairbanks Capital Management, Inc.
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-26-1995
- Office Locations
- 3
Office Locations
About Fairbanks Capital Management, Inc.
Fairbanks Capital Management is an independent, value-oriented manager founded in 1995 by Steven L. Re, CFA. The firm runs specialized equity and fixed-income strategies built through rigorous bottom-up research and a long-term quality+value framework, tailoring portfolios for institutional and high-net-worth clients, often implemented via ETF-based SMAs.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN LEE RE
Chief Executive Officer, Chief Financial Officer, Chief Investment Officer, Chief Legal Officer, Principal
- CRD
- #822483
- Ownership
- 75% or more
STEVEN LEE RE
Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
Showing 2 of 2 owners & executives
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RAPHAEL BIDERMAN
--
- CRD
- #7033275
CHRIS HOON CHO
Associate
- CRD
- #4868921
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,351,137 | $889,445 |
| Non-Discretionary | $4,239,721 | $2,119,861 |
| Total | $210,590,858 | $899,961 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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