$66.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
49 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · UBS
- Clients
- Retail
- Platforms
- AtlasPioneer +more
- Established Date
- 07-30-2021
- Office Locations
- 1
Office Locations
620 Newport Center Dr., Suite 1100 Newport Beach CA
About Fairway Capital Advisors
Fairway Capital Advisors provides holistic wealth management for a select group of successful families, combining planning, investment management, and “virtual family office” support to help organize and preserve multigenerational wealth. The team coordinates with clients’ other professionals as a personal financial quarterback and uses an open-architecture approach with third‑party money managers across asset classes (ETF‑heavy portfolios).
Team overview
40 AVG AGE
$33.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Summit foundation Zenith Pioneer Delta unison Meridian beacon Oak Alpha Momentum Optima optima
Client Personas
Value Meridian
Custodian
Glacier Vertex alpha
Investment Themes
Vertex Matrix Legacy
Investment Vehicles
Harbor
Platform
Glacier
Services
Peak Eagle legacy Vector Value wave Pioneer Prime Harbor vital Pathway Optima matrix
Technology
Ridge unison Legacy vertex Legacy Prime frontier
Owner & Executives
ROBERT J MCDONALD
Managing Partner, Partner
- CRD
- #5498488
- Ownership
- 50% but less than 75%
(445) 538-2262
crest.bridge@eaglecapital.com
in linkedin.com/in/fusion-ember
SHAUN PATRICK MUTCH
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #4641081
- Ownership
- 50% but less than 75%
(794) 727-7808
quantum.ridge@capitalcapital.com
in linkedin.com/in/delta-frontier
Showing 2 of 2 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $66,700,730 | $282,388 |
| Total | $66,700,730 | $282,388 |
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Separately Managed Accounts
Total SMA Asset: $66,700,730
Equity - Exchange:
18.2% Municipal Bonds:
6.1% Public Funds:
23.1% U.S. Government/Agency:
16.8% Cash:
23.9% Equity - OTC:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $682,928,163 | 18.2% |
| Municipal Bonds | $228,893,505 | 6.1% |
| Public Funds | $866,793,437 | 23.1% |
| U.S. Government/Agency | $630,395,227 | 16.8% |
| Cash | $896,812,258 | 23.9% |
| Equity - OTC | $446,529,952 | 11.9% |
| Total | $3,752,352,542 | 100.0% |