Fayner Capital Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fayner Capital Advisory is a recently formed, state-registered investment adviser that intends to serve individuals and high-net-worth clients with asset management, financial planning, and consulting services. As of the initial filing the firm reports no active registered advisors, no clients, and no assets under management.
The firm offers individualized portfolio management for retail clients, generally on a discretionary basis under limited trading authorization, and tailors strategies to client goals and risk tolerances using both fundamental and technical analysis. It also prepares financial plans that incorporate cash flow, net worth, tax and estate considerations and bills planning engagements on an hourly basis.
Noteworthy aspects of the firm relative to peers include the use of hourly billing for planning and the explicit offering of portfolio management to individual clients despite being newly established with no current assets or active advisors. The firm also contemplates performance-based arrangements for qualified clients, discloses extensive trading authorities and instruments (including options and margin), maintains an operating outside business in property management that the principal intends to relinquish once the advisory business is fully operational, and does not act as a private fund adviser.
Client services
Occupation focus
Fee options
1.25% annually
$500 per hour for financial planning and consulting
20% of gains in excess of agreed benchmark, paid annually, for qualified clients
Account minimum: $1,000,000
Main office
129 W. Wilson St., Suite 100
Costa Mesa CA 92627
Advisors at this office
1
Most active in
California
Also doing business as
Fayner Capital Advisory · Fayner Capital Advisory, 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
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