RIA Intel›Advisers›North Carolina›FAIRVIEW FINANCIAL LLC

FAIRVIEW FINANCIAL LLC

Advisory

NC

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in NC

#508

of 516 advisers by AUM

Average account

$413K

across 128 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, NC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

64 clients

40 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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KOURY CAPITAL MANAGEMENT, LLC

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NEXT WORLD ASSETS LLC

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