Fairvoy Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 10, 2026, reports $605M in regulatory assets under management, 8 employees, and 1,269 accounts.
Assets Under Management
$605M
Employees
8
Offices
--
Total Clients
467
Primary office
BIRMINGHAM, AL
ONE PERIMETER PARK SOUTH, SUITE 300 S, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
278
2
HNWI
39.6%
185
3
Pension Plans
0.4%
2
4
Corporations
0.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$605Mas of March 10, 2026
Discretionary100.0%
$605M
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$605M
Total Accounts1,269
10Y AUM Change+$605M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee58:1
10Y Employee Change+2 (+33.3%)
* 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.