National Retirement Planning Experts

National Coverage
Local Professionals

FAIRBANKS CAPITAL MANAGEMENT, INC.

16236 San Dieguito Rd.
Suite 3-28
Rancho Santa Fe, California 92067
Tel: (858) 759-0617

Need a Financial Advisor?
Compare Vetted Advisors

About FAIRBANKS CAPITAL MANAGEMENT, INC.

FAIRBANKS CAPITAL MANAGEMENT, INC, formally registered with the SEC as FAIRBANKS CAPITAL MANAGEMENT, INC. The firm was established in 12/26/1995. They have over 1 offices throughout the country.

FAIRBANKS CAPITAL MANAGEMENT, INC. is a Rancho Santa Fe, California based Financial Planning firm with nearly $342,338,326 assets under management, offering retirement planning & investment advisory services to 207 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107650
SEC#801-50869
Assets Managed by Firm$342,338,326
No. of Clients207
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Other (SEE SCHEDULE D MISCELLANEOUS 5E (7))

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total207$342,338,326
Individuals (other than high net worth individuals)39$6,831,778
High net worth individuals95$159,327,765
Pension and profit sharing plans3$3,057,737
Corporations or other businesses1$753,472

More Retirement Planning firms in Rancho Santa Fe, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$3,047,294,350,591522700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,615,929,249,50028113194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$1,098,805,397,188304509857
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$467,015,634,91318979408

Explore More Retirement Advisors in Rancho Santa Fe, California