Fairway Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fairway Capital Advisors serves individual clients — including high‑net‑worth households — as well as trusts, estates and employer retirement plans. The firm offers comprehensive portfolio management, standalone financial planning, and ongoing retirement plan consulting.
The firm’s investment process typically operates on a non‑discretionary basis: it obtains client approval prior to effecting trades and implements strategies through a mix of in‑house management, separately managed accounts and selected third‑party money managers. Portfolios and third‑party managers are monitored periodically and the firm recommends institutional custodians and execution platforms to clients.
Distinctive for a supported firm of its size, Fairway sponsors a wrap fee program limited to legacy clients while requiring all new clients to sign non‑wrap agreements, and it reported approximately $66.7 million in non‑discretionary regulatory AUM and $0 in discretionary AUM as of the reporting date. The firm operates with a small advisory team (two advisors serving under 50 clients) and emphasizes client consent, third‑party manager due diligence, and periodic reviews as central elements of its operating model.
Client services
Expertise
Fee options
Flat fees from $500 to $50,000 for Financial Planning & Consulting services
$0+: up to 2.00% annually for Comprehensive Portfolio Management $0+: up to 1.50% annually for Retirement Plan Consulting
Fee-only: Flat fees from $500 to $50,000 for Financial Planning & Consulting services
Main office
620 Newport Center Dr.
Newport Beach CA 92660
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Fairway Capital Advisors · Fairway Capital Advisors, LLC
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.
Forms ADV
Quick links
Advisors at this firm
Robert M
Series 66
Newport Beach, CA
Fairway Capital Advisors
Robert Mcdonald is a financial advisor at Fairway Capital Advisors with 16 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Fairway Capital Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, and employer retirement plans. The firm offers comprehensive portfolio management and financial planning, operating primarily on a non-discretionary basis with a focus on client approval and the use of third-party money managers.
Shaun M
Series 66
Newport Beach, CA
Fairway Capital Advisors
Shaun Mutch is a financial advisor at Fairway Capital Advisors with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. and Purshe Kaplan Sterling Investments. Based in Newport Beach, CA, he has been with Fairway Capital Advisors since 2021. Fairway Capital Advisors provides investment advisory and planning services to individuals, trusts, and employer-sponsored retirement plans. The firm manages client accounts primarily on a non-discretionary basis, utilizing a range of investment strategies and third-party manager due diligence while combining retirement plan consulting with individualized portfolio management.
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