{
  "crd_number": 108102,
  "slug": "fairview-capital-greenbrae-ca-108102",
  "primary_business_name": "FAIRVIEW CAPITAL",
  "legal_name": "FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "Greenbrae",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-03-24",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 2026735656.0,
  "raum_discretionary": 2026735656.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 26730481.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 2331290.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 5676288.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1735180019.0,
      "count": 241
    },
    "corporations_other_businesses": {
      "raum": 256817578.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "HI",
    "NH",
    "NY",
    "OR",
    "PA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://fairviewcap.com",
    "https://linkedin.com/COMPANY/FAIRVIEW-CAPITAL-INVESTMENT-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108102",
  "city_as_filed": "GREENBRAE",
  "url": "https://advisorcensus.com/firm/fairview-capital-greenbrae-ca-108102",
  "display_name": "Fairview Capital",
  "summary": "Fairview Capital is an SEC-registered investment advisory firm in Greenbrae, CA, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Fairview Capital (CRD 108102): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Fairview Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fairview Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Fairview Capital located?",
      "a": "Fairview Capital's principal office is in Greenbrae, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Fairview Capital registered with the SEC or a state?",
      "a": "Fairview Capital is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108102."
    },
    {
      "q": "How much does Fairview Capital manage?",
      "a": "Fairview Capital reports $2,026,735,656 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Fairview Capital's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fairview Capital: Regulatory assets under management: $1,383,789,095 in the October 2021 data and $2,026,735,656 in the October 2026 data, up 46%. Total employees: 14 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fairview Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (241)."
    },
    {
      "q": "Which custodians does Fairview Capital use?",
      "a": "Fairview Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fairview Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108102"
    },
    {
      "q": "Does Fairview Capital state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Fairview Capital generally requires a minimum of $2,000,000 to open an individually managed account, but reserves the right to waive this minimum.\""
    },
    {
      "q": "What changed in Fairview Capital's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1383789095.0,
      "total_employees": 14,
      "filing_date": "2021-05-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1646331424.0,
      "total_employees": 19,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1540978775.0,
      "total_employees": 16,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1754940256.0,
      "total_employees": 16,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1996013409.0,
      "total_employees": 16,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2026735656.0,
      "total_employees": 17,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in OR."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Fairview Capital generally requires a minimum of $2,000,000 to open an individually managed account, but reserves the right to waive this minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fairview Capital generally requires a minimum of $2,000,000 to open an individually managed account, but reserves the right to waive this minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fairview-capital-greenbrae-ca-108102.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 2331290.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 241,
      "fewer_than_5": false,
      "raum": 1735180019.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 5676288.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 26730481.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 256817578.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108102",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}