Fairway Investment Group, Llc
State-registered
Wealth Manager · Small ($100M–$1B)
CRD 149034
· SEC file 801-136989
· East Lansing, MI
· www.meafs.com
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $107M
- Discretionary
- $0
- Clients
- 844
- Avg AUM / client
- $127K
- Accounts
- 1,131
- Employees
- 27
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 826 | $89.8M | 83.9% |
| High net worth individuals | 12 | $16.0M | 15.0% |
| Corporations and other businesses | 6 | $1.3M | 1.19% |
People (27)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leonard Kirby Graham | Registered representative | Feb 2011 (16y) | ||
| Jason Todd Diotte | Registered representative | Sep 2014 (12y) | ||
| Lowell Conner | Registered representative | Dec 2016 (10y) | ||
| Todd Allen Mcnitt | Registered representative | Dec 2016 (10y) | ||
| Patrick Richard Sokol | Registered representative | Jan 2017 (10y) | ||
| Jason Daniel Keene | Registered representative | Feb 2017 (9y) | ||
| Kenneth Jon Cook | Registered representative | Mar 2017 (9y) | ||
| Julie Anne Jones | Registered representative | Jun 2017 (9y) | ||
| Scott Alan Barnhart | Registered representative | CFP Chartered Financial Consultant | Sep 2017 (9y) | |
| Eric Jon Nienhuis | Registered representative | Dec 2018 (8y) | ||
| Christopher Scott Myers | Registered representative | Jan 2021 (6y) | ||
| Jeffrey Michael Condon | Registered representative | Dec 2021 (5y) | ||
| Matthew Jon Cook | Registered representative | Dec 2021 (5y) | ||
| Kalen John Pokley | Registered representative | Jan 2022 (5y) | ||
| Scott Francis John Angebrandt | Registered representative | Mar 2022 (4y) | ||
| Bryan Allen Frazzini | Registered representative | Jan 2023 (4y) | ||
| Jacob Peter Fox | Registered representative | Jul 2023 (3y) | ||
| Nicholas Andrew De Vries | Registered representative | Jan 2024 (3y) | ||
| Pamela Sue Helfer | Registered representative | Jan 2024 (3y) | ||
| Donna Rae Bowen | Registered representative | Mar 2024 (2y) | ||
| Danielle Melissa Haring | Registered representative | Oct 2024 (2y) | ||
| Tori Seeley | Registered representative | Oct 2024 (2y) | ||
| Morgan Kay Hunt | Registered representative | Oct 2024 (2y) | ||
| Scott Douglas Warriner | Registered representative | Jan 2025 (2y) | ||
| Jason Richard Weiss | Registered representative | Jan 2025 (2y) | ||
| Todd Michael Schulz | Registered representative | Jul 2025 (1y) | ||
| Lee Michael Haselschwerdt | Registered representative | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $107M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗