Fairway Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$69,108,465
Clients
74
Advisors
2
of 4 employees
About
The firm serves individuals, high‑net‑worth clients, families, small businesses, and institutional retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. It manages assets held at custodians as well as certain products maintained outside the primary custodian (for example, life insurance and fixed annuities) and bills clients on an asset‑based advisory basis.
Investment decisions are driven by a combined top‑down macroeconomic analysis and bottom‑up security selection, with concentrated equity portfolios of roughly 20–30 growth and value stocks, active fixed‑income selection tied to interest‑rate and sector views, and three model risk profiles (aggressive, moderate, conservative). The firm collects client suitability information via a risk‑profile questionnaire, permits reasonable client‑imposed investment restrictions, and uses third‑party managers and model allocations (including an Orion platform for ETF models) for some accounts.
Noteworthy for a firm of its size, it is affiliated with an accounting firm and owns an insurance agency; representatives may offer insurance products and may receive commissions or, in some cases, an ongoing advisory arrangement in lieu of commissions, a relationship the firm discloses as a potential conflict of interest. The firm also provides ERISA fiduciary retirement plan consulting and maintains documented policies on custody, proxy voting, and personal trading as part of its compliance and oversight framework.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services, negotiable based on scope
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Up to $250 per hour for financial planning services
Account minimum: $250,000 (negotiable) Fee-only: Fixed fees for financial planning and consulting (negotiable); hourly rate up to $250/hour
Main office
17445 Arbor Street, Suite 200
Omaha NE 68130-4645
Advisors at this office
2
Most active in
California · Florida · Georgia · Iowa · Mississippi · Missouri · Nebraska · Nevada · North Dakota · Ohio · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
Rudy T
Series 63, Series 65
Omaha, NE
Fairway Asset Management, LLC
Rudy Thomas is a financial advisor with Fairway Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Fairway Asset Management since 2008 and serves as managing partner of Fairway Asset Management Holdings, LLC. Additionally, he is a finance committee member at Point Loma University, where he assists in the evaluation and oversight of the endowment. Fairway Asset Management is a registered investment adviser managing approximately $112 million across 74 client relationships. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, small businesses, and institutions, utilizing a combination of top-down macroeconomic analysis and bottom-up security selection to build concentrated equity and fixed-income portfolios.
Gunnar O
CFA®, Series 65
Omaha, NE
Fairway Asset Management, LLC
Gunnar Olafson is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently with Fairway Asset Management, LLC and has prior experience at Blackman and Associates, P.C., Orion Advisor Solutions, LLC, Wells Fargo Bank, and Signet Jewelers. He also has a background working at the University of Nebraska and in small business operations. Fairway Asset Management serves individuals, high-net-worth clients, families, small businesses, and institutional retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a combined top-down macroeconomic and bottom-up security selection process, focusing on concentrated equity portfolios and active fixed-income management across multiple risk profiles.
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