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Fairway Asset Management, LLC

Fairway Asset Management, LLC. CRD 146636

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CRD: 146636

Fairway Asset Management, LLC

$117.4M Total AUM
$111.2M Disc. AUM
-- 3Y CAGR
4 Employees
83 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Great-West Trust · Morgan Stanley · TD Ameritrade
Clients
Retail and Institutional
Established Date
11-07-2008
Office Locations
1

Office Locations

17445 Arbor Street Suite 200 Omaha NE

About Fairway Asset Management, LLC

Fairway Asset Management is an Omaha-based RIA providing personalized financial planning and portfolio management for individuals and families across wealth-building, retirement, and life-transition needs, including business owners. Portfolios emphasize disciplined asset allocation with a tilt to fixed income and ETF implementation (including investment-grade corporate and U.S. government/agency bonds). The team limits client relationships to stay highly accessible and offers an initial discovery meeting.

Reported data analysis

What the numbers show

Between August 26, 2025 and March 30, 2026, reported AUM increased 4.9%, from $111.9M to $117.4M.

Across 4 reported observations, AUM increased 109.1% between October 12, 2011 and March 30, 2026, from $56.1M to $117.4M.

Of the latest reported AUM, 94.8% is discretionary and 5.2% is non-discretionary.

The firm reports 3 advisory representatives and 83 clients, or 27.7 clients per representative. That equates to $1.4M in reported AUM per client.

The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$39.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

Gunnar Eric Olafson

Gunnar Eric Olafson

Auditor, Chief Compliance Officer

CRD
#7271312
Ownership
Less than 5%
RUDY MERL THOMAS

RUDY MERL THOMAS

Chief Executive Officer, President

CRD
#2216857
Ownership
Less than 5%

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-12-2011
03-28-2012
08-26-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $111,225,642 $1,463,495
Non-Discretionary $6,134,750 $876,393
Total $117,360,392 $1,413,981

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Separately Managed Accounts

SMA allocation detail is available

Fairway Asset Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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