A complete list of active advisors currently associated with Fayner Capital Advisory

Warmer can help you find a great advisor at Fayner Capital Advisory or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fayner Capital Advisory, 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.