Managing Partner · Fairvoy Private Wealth, LLC
Stephen M. Davis
CRD 3141831 · Named on Form ADV at one SEC-registered adviser
At a glance
Fairvoy Private Wealth, LLC, an SEC-registered wealth manager based in Birmingham, AL with $605 million in regulatory assets, lists Stephen M. Davis on its Form ADV as Managing Partner, a control person.
Firms and roles
- Fairvoy Private Wealth, LLCManaging PartnerWealth manager · Birmingham, AL · $605M in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ashley C. DavisChief Financial Officer, Partner, Fairvoy Private Wealth, LLC
- David N. CarrollChief Operating Officer, Partner, Fairvoy Private Wealth, LLC
- Claudia M JohnstonChief Compliance Officer, Fairvoy Private Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.