Fairview Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenbrae, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.0B in regulatory assets under management, 17 employees, 1 office, and 730 accounts.
Assets Under Management
$2.0B
Employees
17
Offices
1 office
Total Clients
241
Primary office
GREENBRAE, CA
300 DRAKE'S LANDING ROAD, SUITE 250, GREENBRAE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
241
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 31, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts730
10Y AUM Change+$326M (+19.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee14:1
10Y Employee Change+1 (+6.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.