← Tributary

FAIRSCALE CAPITAL, LLC

NASHUA, NH · CRD 165535 · IAPD ↗ · 603-318-7337

$207.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — FAIRSCALE CAPITAL, LLC reported RAUM up 31% ($159.1M -> $207.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
June 2024 — FAIRSCALE CAPITAL, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2024 — FAIRSCALE CAPITAL, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — FAIRSCALE CAPITAL, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
February 2024 — WILLIAMS WEALTH MANAGEMENT, LLC is now doing business as FAIRSCALE CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.