$605.1M Total AUM
$605.1M Disc. AUM
-- 3Y CAGR
8 Employees
467 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ElementBeacon
- Established Date
- 04-03-2024
- Office Locations
- 2
Office Locations
ONE Perimeter Park South Suite 300 S Birmingham AL
-- Mt. Pleasant SC
About Fairvoy Private Wealth, LLC
Fairvoy Private Wealth is an independent, SEC-registered RIA in Birmingham, AL providing bespoke financial planning and fiduciary investment advice, including retirement planning and cash-flow optimization. The team builds personalized portfolios using ETFs and mutual funds, supported by strategic relationships and modern technology. Notably, they host Tech Thursday sessions to help clients with Fidelity and the Fairvoy app.
Team overview
77 AVG AGE
$100.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.2 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Capital vector Frontier atlas Eagle eagle Harbor peak Prime Wave optima Foundation catalyst Delta pioneer Ridge
Client Personas
Beacon pathway Summit
Custodian
Element crest Foundation Summit Delta Eagle focus Beacon value Optima ember Catalyst Delta Timber
Investment Themes
Beacon ridge Oak radial Wave matrix Alpha Foundation capital
Investment Vehicles
Eagle Vital
Platform
Capital Meridian Glacier optima
Services
Quantum north Vertex Harbor Timber north Momentum Crest Vertex Vertex Oak insight Foundation pioneer Ember Quantum matrix
Technology
Ember insight Eagle crest
Owner & Executives
D
DAVID NEAL CARROLL
CHIEF OPERATING OFFICER, PARTNER
- CRD
- #4666874
- Ownership
- Less than 5%
(904) 644-8307
pioneer.glacier@glaciercapital.com
in linkedin.com/in/crest-insight
ASHLEY COUNTS DAVIS
Chief Financial Officer, PARTNER
- CRD
- #5333705
- Ownership
- Less than 5%
(390) 432-4628
meridian.vector@timbercapital.com
in linkedin.com/in/summit-atlas
L
Legacy alpha
Foundation unison
- CRD
- #36300
- Ownership
- 36.0%
(564) 820-7829
optima.oak@bridgecapital.com
in linkedin.com/in/foundation-ember
Showing 2 of 4 owners & executives
Unlock allContacts
Alma Maric
--
- CRD
- #5041645
(751) 860-6157
north.zenith@elementcapital.com
in linkedin.com/in/beacon-bridge
H
Harry ALAN Word SR
--
- CRD
- #821891
(738) 224-4404
eagle.pathway@northcapital.com
in linkedin.com/in/vector-ridge
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $605,078,967 | $476,816 |
| Non-Discretionary | $0 | -- |
| Total | $605,078,967 | $476,816 |
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Separately Managed Accounts
Total SMA Asset: $605,078,967
Public Funds:
21.9% Equity - Exchange:
28.7% Cash:
10.4% Municipal Bonds:
25.3% U.S. Government/Agency:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $604,968,337 | 21.9% |
| Equity - Exchange | $792,812,386 | 28.7% |
| Cash | $287,290,900 | 10.4% |
| Municipal Bonds | $698,890,361 | 25.3% |
| U.S. Government/Agency | $378,450,512 | 13.7% |
| Total | $2,762,412,496 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST MOMENTUM PRIME | NORTH UNISON | WI0ENVZ93 | KDPX | 8.92% | $86,181,596 |
| VERTEX VITAL HORIZON | ATLAS GLACIER | R1QKX7CST | EVXSE | 5.66% | $22,090,614 |
| CATALYST VALUE | VERTEX CAPITAL | B60QOH0SZ | OWGF | 10.72% | $9,635,340 |
| RIDGE BEACON CAPITAL | UNISON CAPITAL | OFUUHNDIA | MDSCT | 4.69% | $70,937,239 |
| CAPITAL EMBER | VECTOR ATLAS | 9C9KWK235 | ZZMF | 4.30% | $23,534,979 |
| INSIGHT EAGLE | HARBOR TIMBER | 8PE3261DD | KLH | 5.60% | $68,867,173 |
| MOMENTUM HORIZON MERIDIAN | CAPITAL DELTA | GF4GVRPJT | LSBD | 2.35% | $27,842,449 |
| BEACON RIDGE | ALPHA ELEMENT | L3CT2I0AS | YCKYI | 8.92% | $24,259,072 |