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Fairway Asset Management, LLC

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Client assets under management

$69,108,465

Clients

74

15% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

25

Low

Average account size

$933,898

About

The firm serves individuals, high‑net‑worth clients, families, small businesses, and institutional retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. It manages assets held at custodians as well as certain products maintained outside the primary custodian (for example, life insurance and fixed annuities) and bills clients on an asset‑based advisory basis.

Investment decisions are driven by a combined top‑down macroeconomic analysis and bottom‑up security selection, with concentrated equity portfolios of roughly 20–30 growth and value stocks, active fixed‑income selection tied to interest‑rate and sector views, and three model risk profiles (aggressive, moderate, conservative). The firm collects client suitability information via a risk‑profile questionnaire, permits reasonable client‑imposed investment restrictions, and uses third‑party managers and model allocations (including an Orion platform for ETF models) for some accounts.

Noteworthy for a firm of its size, it is affiliated with an accounting firm and owns an insurance agency; representatives may offer insurance products and may receive commissions or, in some cases, an ongoing advisory arrangement in lieu of commissions, a relationship the firm discloses as a potential conflict of interest. The firm also provides ERISA fiduciary retirement plan consulting and maintains documented policies on custody, proxy voting, and personal trading as part of its compliance and oversight framework.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning and consulting services, negotiable based on scope

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

Up to $250 per hour for financial planning services

Other

Account minimum: $250,000 (negotiable) Fee-only: Fixed fees for financial planning and consulting (negotiable); hourly rate up to $250/hour

Main office location

Fairway Asset Management, LLC

17445 Arbor Street, Suite 200

Omaha NE 68130-4645, United States

Number of offices

1

Most active in

California · Florida · Georgia · Iowa · Mississippi · Missouri · Nebraska · Nevada · North Dakota · Ohio · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rudy T

Series 63, Series 65

Omaha, NE

Fairway Asset Management, LLC

Rudy Thomas is a financial advisor with Fairway Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Fairway Asset Management since 2008 and serves as managing partner of Fairway Asset Management Holdings, LLC. Additionally, he is a finance committee member at Point Loma University, where he assists in the evaluation and oversight of the endowment. Fairway Asset Management is a registered investment adviser managing approximately $112 million across 74 client relationships. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, small businesses, and institutions, utilizing a combination of top-down macroeconomic analysis and bottom-up security selection to build concentrated equity and fixed-income portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive
user avatar

Gunnar O

CFA®, Series 65

Omaha, NE

Fairway Asset Management, LLC

Gunnar Olafson is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently an advisor at Fairway Asset Management, LLC and has prior experience at Blackman and Associates, P.C., Orion Advisor Solutions, LLC, Signet Jewelers, and Wells Fargo Bank. Fairway Asset Management manages approximately $112 million across about 74 client relationships, providing discretionary portfolio management, financial planning, and retirement plan consulting to individuals, small businesses, and institutions. The firm employs a combined top-down macroeconomic and bottom-up security selection approach, offering customized equity and fixed-income strategies alongside model ETF solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive
user avatar

Matthew S

Series 63, Series 65

Omaha, NE

Fairway Asset Management, LLC

Matthew Smith is a financial advisor at Fairway Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and TD Ameritrade. Outside of financial services, he serves as a Traditional Guardsman in the Nebraska Air National Guard and is the founder and owner of Matinee Microfarms, a local fresh produce business. Fairway Asset Management manages approximately $112 million for individuals, small businesses, and institutions, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines top-down macroeconomic analysis with bottom-up security selection to build concentrated equity portfolios and active fixed-income allocations, providing customized investment strategies across risk profiles.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive
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