Fairvoy Private Wealth, LLC
● SEC registered since 2024CRD 329636SEC# 801-129698Birmingham, AL
Reg. AUM
$605.1M
Employees
8
Accounts
1,269
Location
Birmingham, AL
Fairvoy Private Wealth, LLC assets under management
Fairvoy Private Wealth, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2024. It reports $605.1 million in regulatory assets under management and employs 8 people.
Fairvoy Private Wealth, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Counts Davis Control | Chief Financial Officer, Partner | Under 5% | 2024 |
| Brown Financial Holdings Control | Owner | 25-50% | 2024 |
| Claudia M Johnston Control | Chief Compliance Officer | Under 5% | 2025 |
| David Neal Carroll Control | Chief Operating Officer, Partner | Under 5% | 2024 |
| Evolvelegacy Holdings Control | Owner | 50-75% | 2024 |
| Stephen Michael Davis Control | Managing Partner | Under 5% | 2024 |
| Ashley Counts Davis Control | Owner | 50-75% | 2024 |
| David Neal Carroll Control | Owner | 25-50% | 2024 |
| Stephen Michael Davis Control | Owner | 50-75% | 2024 |
Frequently asked questions
How much does Fairvoy Private Wealth, LLC manage?
Fairvoy Private Wealth, LLC reports $605.1 million in regulatory assets under management on its Form ADV.
How many employees does Fairvoy Private Wealth, LLC have?
Fairvoy Private Wealth, LLC reports 8 employees.
Where is Fairvoy Private Wealth, LLC located?
Fairvoy Private Wealth, LLC is based in Birmingham, AL and has been SEC-registered since 2024.
Does Fairvoy Private Wealth, LLC disclose fund performance?
Fairvoy Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Perimeter Park South, Suite 300 S, Birmingham, AL 35243 |
| Phone | (205)578-6250 |
| Office hours | 8-4 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$605.1M▲ 18%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,306 advisers
EmployeesTop 47%
More than 53% of 16,824 advisers
Assets under management
$605.1Mregulatory AUM
Discretionary $605.1M