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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.4% is discretionary and 4.6% is non-discretionary.
The firm reports 3 advisory representatives and 218 clients, or 72.7 clients per representative. That equates to $421.0K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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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
Chief Investment Officer
- 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
SMA allocation detail is available
Farnsley Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.