DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
F••••••• C••••••
Legal name F••••••• C•••••• I••••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 19 filings
SEC status approved since Mar 24, 1998
RAUM
$2.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
86%
$1.7B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
17
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$2.0B as of Mar 31, 2026
Mar 30, 2012$568M then
HNW client RAUM$1.7B as of Mar 31, 2026
Mar 30, 2018$800M then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Feb 20, 20130 then
Employees (5.A)17 as of Mar 31, 2026
Feb 20, 201311 then
Private funds3 as of Mar 31, 2021
Mar 30, 20121 then
RAUM +1.5% over the last fiscal year+9.6% a year over threeIARs 1 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.2MderivedHNW RAUM over HNW clients
- Average account
- $2.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $16.4M, 6 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.7B86%
- Corporations and businesses$257M13%
- Charitable organizations$26.7M1.3%
- Pension and profit-sharing plans$5.7M0.3%
- Individuals$2.3M0.1%
- Individual clients
- n/areported
- HNW clients
- 241reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 730reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $16.4M for 6 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.86 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••• P•••••••• L•••no longer reported | Hedge Fund | $1.5M | 1 | Mar 31, 2017 |
Owners and control persons
Schedule A and B, latest filing
- M••••••••• A•••••• F••••• · Manager, Membercontrolsince 01/1998 · owns 50% to 75%
- N•••••••• M••••• · Manager, Member, Chief Compliance Officercontrolsince 12/2005 · owns 10% to 25%
- M••••••••• A•••••• F••••• · Trusteecontrolsince 01/2022 · owns F of T•• M•••••••• F••••• T•••• U•• 8•••••••
- M••••••••• A••• B• · Trusteecontrolsince 01/2022 · owns F of T•• M•••••••• F••••• T•••• U•• 8•••••••
- A••••••••• B••••• W•••••• · Membersince 01/2025 · owns 10% to 25%
- M•••••• J••••• W•••••• · Membersince 01/2025 · owns 10% to 25%
- R••••• M••••••••• M•••••• · Membersince 01/2025 · owns 5% to 10%
Entity owners
- T•• M•••••••• F••••• T•••• U•• 8••••••• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Pittsburgh, PA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 31, 2026M••••••••• A••• B• (TRUSTEE) left Schedule A between the filings of 2024-03-28 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 701 to 730Dec 9, 2025 to Mar 31, 2026
- HNW clients · 233 to 241Dec 9, 2025 to Mar 31, 2026
- Assets in custody · $15.2M to $16.4MDec 9, 2025 to Mar 31, 2026
- Employees · 16 to 17Dec 9, 2025 to Mar 31, 2026
- State-registered IARs · 1 to 0Dec 9, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $2.0BDec 9, 2025 to Mar 31, 2026
- HNW RAUM · $1.7B to $1.7BDec 9, 2025 to Mar 31, 2026
- Individual RAUM · $1.8M to $2.3MDec 9, 2025 to Mar 31, 2026
- Pension RAUM · $8.0M to $5.7MDec 9, 2025 to Mar 31, 2026
- RAUM · $2.0B to $2.0BDec 9, 2025 to Mar 31, 2026
- Accounts · 662 to 701Mar 28, 2024 to Mar 31, 2025
- HNW clients · 220 to 233Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $13.6M to $15.2MMar 28, 2024 to Mar 31, 2025
- Financial planning clients · 101-250 to 101-250Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.8B to $2.0BMar 28, 2024 to Mar 31, 2025
- HNW RAUM · $1.5B to $1.7BMar 28, 2024 to Mar 31, 2025
- Individual RAUM · $2.0M to $1.8MMar 28, 2024 to Mar 31, 2025
- Pension RAUM · $21.1M to $8.0MMar 28, 2024 to Mar 31, 2025
- RAUM · $1.8B to $2.0BMar 28, 2024 to Mar 31, 2025
- Accounts · 643 to 662Mar 31, 2023 to Mar 28, 2024
- HNW clients · 214 to 220Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $11.9M to $13.6MMar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.5B to $1.8BMar 31, 2023 to Mar 28, 2024
- HNW RAUM · $1.3B to $1.5BMar 31, 2023 to Mar 28, 2024
- Individual RAUM · $2.0M to $2.0MMar 31, 2023 to Mar 28, 2024
- Pension RAUM · $24.3M to $21.1MMar 31, 2023 to Mar 28, 2024
- RAUM · $1.5B to $1.8BMar 31, 2023 to Mar 28, 2024
- Accounts · 593 to 643Mar 31, 2022 to Mar 31, 2023
- HNW clients · 199 to 214Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $13.6M to $11.9MMar 31, 2022 to Mar 31, 2023
- Employees · 19 to 16Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.6B to $1.5BMar 31, 2022 to Mar 31, 2023
- HNW RAUM · $1.4B to $1.3BMar 31, 2022 to Mar 31, 2023
- Individual RAUM · $2.4M to $2.0MMar 31, 2022 to Mar 31, 2023
- Pension RAUM · $44.0M to $24.3MMar 31, 2022 to Mar 31, 2023
- RAUM · $1.6B to $1.5BMar 31, 2022 to Mar 31, 2023
- Accounts · 542 to 593May 18, 2021 to Mar 31, 2022
- HNW clients · 186 to 199May 18, 2021 to Mar 31, 2022
- Assets in custody · $15.3M to $13.6MMay 18, 2021 to Mar 31, 2022
- Employees · 14 to 19May 18, 2021 to Mar 31, 2022
Signals
4 dated events
- B Ann M•••••••• (Trustee) appeared on Schedule A of F••••••• C••••••Mar 28, 2024 · Control person joined · fact
- F••••••• C•••••• reported RAUM $1.4B, down 48% from $2.7B (2021-03-31 to 2021-05-18)May 18, 2021 · RAUM change · derived
- Scott Clark (Managing Partner) no longer on Schedule A of F••••••• C•••••• (listed 2021-03-31, absent 2021-05-18)May 18, 2021 · Control person left · inference
- F••••••• C•••••• reported RAUM $2.4B, up 29% from $1.8B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- fvc@fairviewcap.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 412-963-9160reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 415-464-4640reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/F•••••••-CAPITAL-INVESTMENTreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-464-4640reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- fairviewcap.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026