Firm profile

Fairway Investment Group, LLC

EAST LANSING, MICRD 149034Latest ADV August 14, 2026

Fairway Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in East Lansing, MI. Its latest Form ADV filing, dated August 14, 2026, reports $107M in regulatory assets under management, 27 employees, 1 office, and 1,131 accounts.

Assets Under Management
$107M
Employees
27
Offices
1 office
Total Clients
844
Primary office
EAST LANSING, MI
1216 KENDALE BLVD., EAST LANSING, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(800) 292-1950
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOJacob P. Fox

Advisory services offered

3 types reported
Educational seminars/workshops
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.9% of total clients.
Top client categories% of clientsClients
1
Individuals
97.9%
826
2
HNWI
1.4%
12
3
Corporations
0.7%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$107Mas of August 14, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$107M
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.

Total AUM$107M
Total Accounts1,131
10Y AUM Change

Employee Growth by Quarter

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

Total Employees27
Clients per Employee31:1
10Y Employee Change

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.