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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-17-2015
- Office Locations
- 1
Office Locations
About Fairway Financial, LLC
Fairway Financial, LLC is a Casselberry, FL RIA focused on “life planning,” pairing financial planning with ongoing coaching and client education. The firm uses an analytical, process-driven approach across taxes, retirement income, portfolio construction, and estate/legacy planning to help clients create order and stay on track through uncertain markets. Primarily custodies with Charles Schwab & Co.
Reported data analysis
What the numbers show
Between October 17, 2025 and March 3, 2026, reported AUM increased 18.3%, from $134.9M to $159.6M.
Across 5 reported observations, AUM increased 128.0% between March 22, 2011 and March 3, 2026, from $70.0M to $159.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 121 clients, or 60.5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Fairway Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RANDY EUGENE SMITH JR
Chief Compliance Officer, Managing Member, Owner
- CRD
- #3166132
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SUMMER DORN
Relationship Manager
- CRD
- #4892488
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,578,874 | $486,521 |
| Non-Discretionary | $20,957 | $20,957 |
| Total | $159,599,831 | $485,106 |
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Separately Managed Accounts
SMA allocation detail is available
Fairway Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Fairway Financial, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.