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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-2017
- Office Locations
- 1
Office Locations
About Farnsley Advisors
Farnsley Advisors is a Louisville, KY financial planning firm serving individuals, families, and business owners. Since 2004, it has delivered comprehensive planning plus investment and advisor coordination, and helps employers with group retirement plans and key person coverage. The team emphasizes a transparent, collaborative process and uses modern planning technology to build and evolve individualized plans.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES ROBERT FARNSLEY
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4792324
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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James Borchard Metzger
Chartered Financial Analyst
- CRD
- #6859303
David Padgett
Advisor
- CRD
- #7195108
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,568,305 | -- |
| Non-Discretionary | $4,213,571 | -- |
| Total | $91,781,876 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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