$52.8M Total AUM
$52.8M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- Unison
- Established Date
- 09-25-2002
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Fairview Financial LLC
Fairview Financial is an independent, family-run fiduciary RIA providing prudent investment management and 401(k) plan advisory services, with careful wealth management focused on risk control. Led by Accredited Investment Fiduciary Paul Jeffrey, the firm brings 45+ years’ experience and maintains long-standing relationships with providers such as Vanguard and Schwab; portfolios show heavy use of ETFs alongside U.S. government/agency bonds.
Team overview
-- AVG AGE
$52.8M AVG AUM / ADVISOR
$825.2K AVG AUM / CLIENT
23.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Vital zenith Pathway ridge Fusion
Client Personas
Insight horizon
Custodian
Peak Matrix capital North Legacy Vertex North signal Glacier peak Element
Fund Managers
Vector capital
Investment Themes
Ember Catalyst capital Signal horizon Delta horizon Harbor peak
Investment Vehicles
Catalyst radial
Services
Quantum Value matrix Ember unison Ember Zenith
Technology
Legacy
Owner & Executives
PAUL MURRAY JEFFREY
Investment Advisor, President
- CRD
- #1371168
- Ownership
- 75% or more
(421) 449-2486
atlas.value@quantumcapital.com
in linkedin.com/in/alpha-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,815,048 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,815,048 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,815,048
Equity - Exchange:
29.4% U.S. Government/Agency:
28.5% Equity - OTC:
23.4% Cash:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $351,829,758 | 29.4% |
| U.S. Government/Agency | $341,059,460 | 28.5% |
| Equity - OTC | $280,027,767 | 23.4% |
| Cash | $223,782,873 | 18.7% |
| Total | $1,196,699,858 | 100.0% |