SourcingSourcing

FAIRVOY PRIVATE WEALTH, LLC

C37
CRD 329636·SEC 801-129698·BIRMINGHAM, AL
AUM
$605.1M
$500M-$1B
Est. Revenue
$6.1M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAIRVOY PRIVATE WEALTH, LLC
CRD
329636
SEC file #
801-129698
EIN
990977821
DBA names
—

Economics

AUM
$605.1M
AUM band
$500M-$1B
AUM trajectory
'25'26
$513.2M → $605.1M▲ +18%
Client mix
Individuals Other278
Individuals High Net Worth185
Pension Profit Sharing Plans2
Corporations2

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EVOLVELEGACY HOLDINGS
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
EVOLVELEGACY HOLDINGS
BROWN FINANCIAL HOLDINGS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002046607
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-28
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0002046607-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
ONE PERIMETER PARK SOUTHSUITE 300SBIRMINGHAM, AL 35243
Business
ONE PERIMETER PARK SOUTHSUITE 300SBIRMINGHAM, AL 35243
Edgar EIN
990977821
Edgar Recent Filings
13F-HR2026-04-20 · 0002046607-26-000002
13F-HR2026-01-14 · 0002046607-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
CARROLL, DAVID, NEAL
IAR · Executive Officer · 2.5%
4666874
DAVIS, STEPHEN, MICHAEL
IAR · Executive Officer · 2.5%
3141831
JOHNSTON, CLAUDIA, M
IAR · Executive Officer · 2.5%
4387741
DAVIS, ASHLEY, COUNTS
IAR · Executive Officer · 2.5%
5333705
Harry ALAN Word
IAR
821891
Alma Maric
IAR
5041645