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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-18-2010
- Office Locations
- 1
Office Locations
About Farrar Financials
Farrar Financials is a Escondido-based RIA. The firm has been operating for 16 years. Managing $58.0M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $4.1M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on January 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
RHONDA SCHERBER FARRAR
Financial Advisor, President
- CRD
- #5129524
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $58,000,000 | -- |
| Total | $58,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Farrar Financials has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.