Fairbanks Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$202,038,221
Clients
228
Advisors
3
across 2 offices
About
Fairbanks Capital Management provides discretionary investment management and limited financial‑planning related advice to a mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, trusts, foundations, and pooled investment vehicles. The firm’s Form ADV explicitly lists pooled vehicles among its client types and notes it may use confidential offering memoranda and client agreements for certain relationships.
FCM pursues a concentrated, long‑term equity strategy—targeting ownership in scalable businesses with typical annual portfolio turnover of 10–20% and holding periods often measured in five to ten years—alongside an investment‑grade fixed‑income sleeve that favors bonds with active call provisions to shorten duration. Portfolios are managed on a discretionary basis, cash is treated as part of the portfolio and included in fee calculations, and the firm documents risk controls (sector constraints, position‑review triggers, and ongoing company monitoring) and delivers quarterly summaries to clients.
Distinctive features for a firm of this size include its role advising pooled vehicles and private‑fund arrangements, as reflected by references to confidential offering memoranda and pooled‑vehicle management in the brochure. The firm also expressly discloses brokerage practices that can involve margin charges and other borrowing costs—consistent with the possibility of borrowing in managed accounts—and points clients to public disclosures via its website and SEC adviser filings where performance and third‑party information may be available.
Client services
Expertise
Fee options
$0 - $499,999: up to 1.75% per year $500,000+: lower fees shall apply to higher amounts of relationship assets
Account minimum: $500,000
Main office
See office16236 San Dieguito Rd., Suite 3 28
Rancho Santa Fe CA 92067
Advisors at this office
2
Offices (2)
Most active in
California · Texas
Also doing business as
Fairbanks Capital Management, Inc. · Kingsbury Financial, LLC · Quality Growth Management Inc · Quality Growth Management, Inc. · Re Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Chris C
CFA®, Series 63
Rancho Santa Fe, CA
Fairbanks Capital Management, Inc.
Chris Cho is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Fairbanks Capital Management, Inc. since 2015. He holds the Series 63 license and is based in Rancho Santa Fe, California. Fairbanks Capital Management provides discretionary investment management primarily to individual clients, including high-net-worth and non-HNW individuals, as well as institutional entities such as foundations, trusts, IRAs, and pooled investment vehicles. The firm employs a concentrated, long-term equity approach focused on purchasing businesses below intrinsic value, manages investment-grade fixed income with active duration control, and applies explicit risk controls within a purely discretionary framework.
Steven R
CFA®, Series 63, Series 65
Gardnerville, NV
Fairbanks Capital Management, Inc.
Steven Re is a CFA® charterholder with 50 years of industry experience. He has been with Fairbanks Capital Management, Inc. in Gardnerville, NV since 1996. Fairbanks Capital Management provides discretionary investment management and limited financial-planning advice to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm pursues a concentrated, long-term equity strategy combined with an investment-grade fixed-income sleeve, managing portfolios on a discretionary basis with documented risk controls and quarterly reporting.
Raphael B
Series 65
Rancho Santa Fe, CA
Fairbanks Capital Management, Inc.
Raphael Biderman is a financial advisor at Fairbanks Capital Management, Inc. in San Diego, CA, holding a Series 65 designation with seven years of industry experience. He has been with Fairbanks Capital Management since 2015. Fairbanks Capital Management provides discretionary investment management primarily to individual clients and institutional entities, focusing on a concentrated, long-term equity investment approach combined with active management of investment-grade fixed income. The firm is also notable for its role as adviser and sponsor of private pooled investment vehicles and real estate projects.
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