Philip Orwig has been Owner/CCO of Fair Asset Management since January 2025, is a control person of the firm and directly owns 75% or more of it.
Fair Asset Management, LLC is a firm with $120M under management, 47 clients and 1 adviser in one office, as of its March 2026 filing.
Phil Orwig is Owner & Financial Planner of Fair Asset Management, based in Dallas, Texas. Orwig began in the industry in 2010, first in a largely transactional, commission-based role and then with a fee-based employer, before establishing Fair Asset Management.
Philip Orwig’s longest registration was 13 years at Raymond James Financial Services Advisors, Inc (2011–2025). Before joining Fair Asset Management in 2025, Philip Orwig was registered through Raymond James Financial Services Advisors, Inc and LPL Financial LLC.
- Fair Asset Management, LLCCurrent– present · 1 yearDallas, TX · Adviser representative · Firm CRD 334853
- Raymond James Financial Services Advisors, Inc– · 13 yearsDallas, TX · Adviser representative · Firm CRD 149018
- LPL Financial LLC– · 1 yearElizabethtown, KY · Adviser representative · Firm CRD 6413
Professional designations
Listed by Fair Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Philip Orwig is registered as an investment adviser representative in Texas, since April 2025.
- TexasSince 16 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 July 2010 |
| Series 7 | General Securities Representative Examination | 26 June 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Philip Larue Orwig
- CRD
- 5802766
- Firm
- Fair Asset Management · CRD 334853
- Role
- Owner/CCO
- Office
- Dallas, TX
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fairassetmgmt.com
Where does Philip Orwig work?
Philip Orwig has been Owner/CCO of Fair Asset Management, LLC since January 2025, and is a control person of the firm.
Is Philip Orwig a financial advisor?
Yes. Philip Orwig has a current investment-adviser registration in Texas, through Fair Asset Management since April 2025.
How many years of experience does Philip Orwig have?
Philip Orwig has 16 years in the financial industry, since July 2010, across 3 adviser firms.
What exams has Philip Orwig passed?
Philip Orwig has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2010. FINRA credited Philip Orwig with the SIE, which began in October 2018.
Where did Philip Orwig work before Fair Asset Management?
Before Fair Asset Management, Philip Orwig was registered through Raymond James Financial Services Advisors, Inc, August 2011 to April 2025; LPL Financial LLC, July 2010 to August 2011.
Where is Philip Orwig based?
Philip Orwig’s registered office is in Dallas, TX.
Is Philip Orwig registered with FINRA?
No. Philip Orwig has no current broker registration.
Is Philip Orwig a CFP?
Fair Asset Management lists Philip Orwig with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Philip Orwig’s record?
Search CRD 5802766 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Orwig’s full registration record.