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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- OakInsight
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
About Fairview Capital
Fairview Capital is a boutique wealth management and investment advisory firm serving individuals, families (often multi-generational), trusts, and institutional investors. The team pairs tailored financial planning with tax-aware, actively monitored portfolios built from in-house investment research focused on high-quality businesses. Clients have access to the full advisory team; the firm works with custodians such as Charles Schwab and Northern Trust.
Team overview
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Owner & Executives
ANDREW FRICKE MATHIESON
Manager, Principal
- CRD
- #2216867
- Ownership
- 50% but less than 75%
BRIAN WILLIAM AHLEMEYER
--
- CRD
- --
- Ownership
- 10% but less than 25%
Matrix wave
Legacy glacier
- CRD
- #88560
- Ownership
- 18.9%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,026,735,656 | $2,776,350 |
| Non-Discretionary | $0 | -- |
| Total | $2,026,735,656 | $2,776,350 |
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Separately Managed Accounts
Total SMA Asset: $2,026,735,656
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $191,254,574 | 32.9% |
| Public Funds | $280,777,992 | 48.3% |
| Cash | $109,288,329 | 18.8% |
| Total | $581,320,895 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER RADIAL | VECTOR INSIGHT | Q1QYNI7FT | JTAJ | 7.79% | $2,058,431 |
| VITAL TIMBER EMBER | NORTH PIONEER | WH369DETR | UPJE | 1.10% | $89,138,882 |
| SIGNAL ZENITH WAVE | ELEMENT RADIAL | PR7DF5N51 | QKAR | 12.57% | $42,553,443 |
| CAPITAL HORIZON MERIDIAN | WAVE VECTOR | VLALCLCPR | LSPZL | 9.62% | $95,762,573 |
| PATHWAY CAPITAL MOMENTUM | OAK CAPITAL | NZDI7ULG8 | PIPR | 12.18% | $88,651,140 |
| FUSION SUMMIT | GLACIER HORIZON | PG8AQI2FF | AAAJ | 12.14% | $10,355,954 |
| UNISON QUANTUM | DELTA DELTA | VIHIK8G55 | PIJY | 11.20% | $87,836,341 |
| FOCUS UNISON PEAK | GLACIER SUMMIT | G8DED8S4U | TTX | 2.39% | $117,059,826 |