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FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC

· CRD 314171 · IAPD ↗ · fairfax-global.com · 1(540) 905-5858

$147.7MRegulatory AUM
1Advisory reps
7Employees
1Clients
0Planning clients
0Private funds
17States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — B. RILEY WEALTH PORTFOLIO ADVISERS, LLC is now doing business as FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
April 2024 — B. RILEY WEALTH PORTFOLIO ADVISERS, LLC's Item 11 disclosure-reporting entries rose by 2 (3 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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