D
$9.1M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-27-2026
- Office Locations
- --
Office Locations
No offices listed.
About DBA Farmstead Investment Management
DBA Farmstead Investment Management is a Windsor-based RIA. The firm has been operating for 0 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
-- AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
No owner records available.
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,014,000 | -- |
| Non-Discretionary | $3,134,000 | -- |
| Total | $9,148,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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