$66.0M Total AUM
$66.0M Disc. AUM
-- 3Y CAGR
2 Employees
300 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Atlas vectorAtlas
- Established Date
- 09-05-2007
- Office Locations
- 1
Office Locations
-- Berlin MD
About Farley Financial
Farley Financial is an independent RIA providing unbiased, goals-based investment advice and portfolio management for families. The firm emphasizes asset allocation with ETF-heavy portfolios complemented by high-quality bonds and cash. Led by portfolio manager Michael Clair Farley and custodied with Charles Schwab, it supports both retail and institutional relationships.
Team overview
-- AVG AGE
$33.0M AVG AUM / ADVISOR
$220.0K AVG AUM / CLIENT
10.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Investment Themes
Alpha
Investment Vehicles
Eagle
Technology
Value Delta
Owner & Executives
MICHAEL CLAIR FARLEY
Investment Advisor, PORTFOLIO MANAGER, President
- CRD
- #4486974
- Ownership
- 75% or more
(710) 474-5762
frontier.vertex@radialcapital.com
in linkedin.com/in/summit-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
Amy Lynn Castro
--
- CRD
- #7390825
(959) 697-1405
insight.vector@atlascapital.com
in linkedin.com/in/timber-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,000,000
Equity - Exchange:
22.1% Cash:
20.0% Corporate - Investment Grade:
38.4% U.S. Government/Agency:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $720,780,818 | 22.1% |
| Cash | $652,290,333 | 20.0% |
| Corporate - Investment Grade | $1,252,397,439 | 38.4% |
| U.S. Government/Agency | $635,983,074 | 19.5% |
| Total | $3,261,451,664 | 100.0% |