Fairway Financial, LLC

Overview

Fairway Financial, LLC is an SEC registered investment adviser based in Casselberry, FL, registered since 2012. It reports $16M in assets under management across 329 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$16M

Discretionary

100%

Accounts

329

Average account

$485K

Employees

3

Advisory reps

2

Registered since

2012

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Randy Eugene Smith Jr Managing Member, Owner CRD 3166132

Advisory reps 2 of 2

• Summer Dorn Investment Adviser Rep CRD 4892488
• Randy E Smith Jr. Insurance Agent · Investment Adviser Rep CRD 3166132

Location

Headquarters

950 S Winter Park Dr Ste 352
Casselberry, FL 32707

County

Seminole

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: myfairwayfinancial.com

Every state, with registration dates

Similar firms near Casselberry

• G. A. Repple & CompanyCasselberry, FL$716M AUM
• Blueprint Capital Group LLCCasselberry, FL$5.3M AUM
• Capacuity LLCLake Mary, FL$13.9B AUM
• Deprince, Race & Zollo, Inc.Winter Park, FL$5.9B AUM
• Newport Group Consulting, LLCLake Mary, FL$5.1B AUM