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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-23-2013
- Office Locations
- 1
Office Locations
About Farris Capital Management Inc.
Farris Capital Management Inc. is an independent, SEC-registered RIA and fiduciary serving business owners, retirees, and emerging-wealth households. The team provides comprehensive financial planning (retirement, education, and tax strategy) alongside tailored, systematic portfolio management focused on risk management. Portfolios commonly use public funds and ETFs, with custody typically at Schwab or Fidelity. Differentiator: CFP and CFA expertise under one roof.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JUSTIN CHILDS FARRIS
Associate, Chief Compliance Officer, Managing Member
- CRD
- #4725738
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
COLLIN NEAL DAY
Associate Advisor
- CRD
- #7545157
PAUL TYLER HENLEY
Advisor
- CRD
- #6056088
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,133,474 | $197,459 |
| Non-Discretionary | $1,371,332 | $152,370 |
| Total | $177,504,806 | $197,009 |
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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 |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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