F
$110.5M Total AUM
$110.5M Disc. AUM
-- 3Y CAGR
4 Employees
11 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-27-2026
- Office Locations
- 1
Office Locations
-- Naples FL
About Farrcrest Capital LLC
Farrcrest Capital LLC is a Naples-based RIA. The firm has been operating for 0 years. Managing $110.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$110.5M AVG AUM / ADVISOR
$10.0M AVG AUM / CLIENT
0.2 yrs AVG TENURE
4 Employees
1 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL KEOGH FARR
Chairman, Chief Compliance Officer, Managing Partner
- CRD
- #1763405
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
Robert Farr
--
- CRD
- #7643305
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,500,000 | $4,250,000 |
| Non-Discretionary | $0 | -- |
| Total | $110,500,000 | $4,250,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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