$20.4M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-2021
- Office Locations
- 1
Office Locations
1225 Solano Avenue Suite A Albany CA
About Farm Girl Capital LLC
Farm Girl Capital is a boutique Albany, CA RIA led by CFP Sarah Green providing wealth management and financial planning for individuals and entrepreneurs. Portfolios emphasize balanced risk and restorative/impact investing aligned with community and a more regenerative economy, using diversified public funds and ETFs. Client assets are primarily custodied at Schwab.
Team overview
46 AVG AGE
$20.4M AVG AUM / ADVISOR
$464.2K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
SARAH GREEN
Chief Compliance Officer, PRINCIPAL
- CRD
- #5487899
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,425,134 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,425,134 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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