Fairvoy Private Wealth, Llc
- Regulatory AUM
- $605M
- Discretionary
- $605M
- Clients
- 467
- Avg AUM / client
- $1.3M
- Accounts
- 1,269
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 278 | $104M | 17.1% |
| High net worth individuals | 185 | $493M | 81.6% |
| Pension and profit sharing plans | 2 | $5.5M | 0.91% |
| Corporations and other businesses | 2 | $2.6M | 0.43% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ashley Counts Davis | Owner | Feb 2024 (3y) | ≈ 25% – 56.25% via Evolvelegacy Holdings | |
| David Neal Carroll | Owner | CFP | Feb 2024 (3y) | ≈ 6.25% – 25% via Brown Financial Holdings |
| Stephen Michael Davis | Owner | CFP Chartered Financial Consultant | Feb 2024 (3y) | ≈ 25% – 56.25% via Evolvelegacy Holdings |
| Alma Maric | Registered representative | Apr 2024 (2y) | ||
| Claudia M Johnston | Registered representative | Apr 2024 (2y) | ||
| Harry Alan Word | Registered representative | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Evolvelegacy Holdings | Owner | Apr 2024 | A | 50% – 75% |
| Brown Financial Holdings | Owner | Apr 2024 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ashley Counts Davis: 50% – 75% of Evolvelegacy Holdings × 50% – 75% direct ≈ 25% – 56.25% of the firm
- David Neal Carroll: 25% – 50% of Brown Financial Holdings × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Stephen Michael Davis: 50% – 75% of Evolvelegacy Holdings × 50% – 75% direct ≈ 25% – 56.25% of the firm
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) | 03/10/2026 | 918 KB | 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $605M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗