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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 24, 2025 and February 5, 2026, reported AUM increased 15.2%, from $154.1M to $177.5M.
Across 5 reported observations, AUM increased 54.3% between May 25, 2022 and February 5, 2026, from $115.1M to $177.5M.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 3 advisory representatives and 395 clients, or 131.7 clients per representative. That equates to $449.4K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on February 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Farris Capital Management Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Farris Capital Management Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.