Firm profile

FAI CAPITAL MANAGEMENT

TAMPA, FLCRD 147025Latest ADV March 9, 2026

Fai Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 9, 2026, reports $842M in regulatory assets under management, 5 employees, and 12 accounts.

Assets Under Management
$842M
Employees
5
Offices
--
Total Clients
7
Primary office
TAMPA, FL
109 S. MACDILL AVENUE, TAMPA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(813) 874-6621
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOJerry W. Ford

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Selection of other advisers

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentGovernment represent 100.0% of total clients.
Top client categories% of clientsClients
1
Government
100.0%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$842Mas of March 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$842M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$842M
Total Accounts12
10Y AUM Change+$615M (+270.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee1:1
10Y Employee Change+1 (+25.0%)

* 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.