$101.8M Total AUM
$101.8M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
3 yrs Firm Age
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- Custodian
- Capital Group ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
2727 Hollycroft Street Suite 360 GIG Harbor WA
About Faire Capital Group
FAIRE Capital Group is a Gig Harbor, WA RIA providing portfolio management and financial planning, including tax, estate, and insurance planning. The firm emphasizes asset allocation and portfolio construction, using ETFs and mutual funds alongside fixed income and other diversifiers. Technology stack includes Envestnet/Tamarac, with custody support via Fidelity/NFS.
Team overview
-- AVG AGE
$101.8M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Custodian
Foundation legacy
Investment Vehicles
Bridge oak
Services
Crest
Technology
Summit summit
Owner & Executives
A
Alexander David Morrow
Chief Compliance Officer, Financial Advisor, Managing Member, Portfolio Manager
- CRD
- #6798877
- Ownership
- 75% or more
(664) 549-3997
capital.eagle@meridiancapital.com
in linkedin.com/in/fusion-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,792,039 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,792,039 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,991,830
Public Funds:
12.4% Equity - Exchange:
43.5% Other:
24.8% Cash:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $783,124,859 | 12.4% |
| Equity - Exchange | $2,747,252,529 | 43.5% |
| Other | $1,566,249,718 | 24.8% |
| Cash | $1,218,895,949 | 19.3% |
| Total | $6,315,523,055 | 100.0% |