Fairview Capital
Greenbrae, CA·SEC-registered · CRD #108102
Fairview Capital is an SEC-registered investment advisory firm in Greenbrae, CA managing $2.0B across 730 client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
730
Advisory staff
8
Fee model
Fee-based
How Fairview Capital is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL FAIRVIEW CAPITAL
See how Fairview compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Fairview Capital. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Fairview Capital? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Fairview Capital
How much does Fairview Capital manage?
Per its most recent SEC Form ADV filing (03/31/2026), Fairview Capital reports $2.0B in regulatory assets under management across roughly 730 client accounts.
How does Fairview Capital charge?
Fairview Capital is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Fairview Capital a fiduciary?
Yes. Fairview Capital is registered with the U.S. Securities and Exchange Commission (CRD #108102), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Fairview Capital taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Fairview Capital and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Greenbrae, CA
Profile compiled from Fairview Capital's public SEC Form ADV filing (CRD #108102, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Fairview Capital. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Fairview Capital? Claim this profile.