A complete list of active advisors currently associated with Fairbanks Capital Management, Inc.
Warmer can help you find a great advisor at Fairbanks Capital Management, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Fairbanks Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rancho Santa Fe, CA
| 7
| |
Rancho Santa Fe, CA
| 8
| |
Gardnerville, NV
| 49
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")