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Fairview Capital Investment Management, LLC Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Fairview Capital Investment Management, LLC provides personalized wealth management and professional investment advisory services, catering to individuals, families, trusts, and institutional clients. As an independent registered investment advisor, the firm upholds a fiduciary duty to act in clients' best interests. The company emphasizes a relationship-driven approach, delivering tailored financial planning, a disciplined investment process, and dedicated service, while coordinating with clients' estate attorneys, accountants, trustees, and philanthropic advisors.
Fairview Capital, founded in 1995 and based in Greenbrae, California, operates with offices in California and Pennsylvania and serves clients across the United States. The firm is 100% employee-owned and has grown through referrals from existing clients and professional advisors rather than through a sales-focused model.

Find Fairview Capital Investment Management, LLC employees' phone numbers or email addresses

Fairview Capital Investment Management, LLC Global Highlights

Location
Employees

North America
26

Minus sign iconPlus sign icon
  • United States Of America
    26

Fairview Capital Investment Management, LLC's Leadership

  • Stylized image of a person
    L. A.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. W.
    Member
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Client Service Administrator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J.
    Investment Professional
    Phone icon
    Mobile Phone

Fairview Capital Investment Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Community & Social Services
  • Consultant
  • Other

Contact profiles from Fairview Capital Investment Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. A.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    A. C.
    Owner
    Phone icon
    Mobile Phone
    Jul 31, 2026
  • Stylized image of a person
    L. W.
    Member
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. B.
    Client Service Administrator
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    R. J.
    Investment Professional
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Fairview Capital Investment Management, LLC known for?

Minus sign iconPlus sign iconFairview Capital Investment Management, LLC was founded in 1995 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-415-925-****
. Explore Fairview Capital Investment Management, LLC's company overview page for more information.

What is Fairview Capital Investment Management, LLC's most common email format?

Minus sign iconPlus sign iconFairview Capital Investment Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fairview Capital Investment Management, LLC email formats with LeadIQ.

How many employees does Fairview Capital Investment Management, LLC have currently?

Minus sign iconPlus sign iconFairview Capital Investment Management, LLC has approximately 20 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Fairview Capital Investment Management, LLC's key employees and leadership?

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As of July 2026, Fairview Capital Investment Management, LLC's key employees include:

  • Chief Executive Officer: L. A.
  • Owner: A. C.
  • Member: L. W.
  • Client Service Administrator: M. B.
  • Investment Professional: R. J.

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