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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-1981
- Office Locations
- 1
Office Locations
About Farrow Financial INC
Farrow Financial, Inc. provides continuous, supervised portfolio management and comprehensive financial planning for individuals, corporations, and nonprofits. Portfolios typically use individual stocks, ETFs, bonds, and mutual funds, guided by a client-specific investment policy statement and risk/restriction parameters. The firm also offers consulting such as business valuations, transaction support, research, and one-time investment reviews; investment management minimum is $1M.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JODY LEE WHITE
Owner, President
- CRD
- #5658862
- Ownership
- 75% or more
Deborah A Ackerman
Associate, Chief Compliance Officer, FINANCIAL PLANNING ASSOCIATE
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,146,758 | $488,912 |
| Non-Discretionary | $0 | -- |
| Total | $280,146,758 | $488,912 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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