$16.0B Total AUM
$16.0B Disc. AUM
297.9% 3Y CAGR
571 Employees
15,415 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Summit alphaTimber glacier
- Established Date
- 06-01-2019
- Office Locations
- 230
Office Locations
102 Lomo Dr. Jefferson City MO
1025 Alameda DE LAS Pulgas Suite 102 Belmont CA
1025 Westhaven Blvd. Suite 250 Franklin TN
About Farther
Farther is a tech-enabled wealth management firm pairing experienced advisors with proprietary, tax-intelligent portfolio technology. The platform targets tax efficiency, preservation, and deep portfolio personalization, and offers curated access to private-market opportunities and advanced strategies. Its execution and data systems aim to reduce day-to-day administration and improve decisioning; client accounts can be custodied at Charles Schwab or Fidelity/NFS.
Team overview
45 AVG AGE
$63.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
1.4 yrs AVG TENURE
571 Employees
252 Advisory Reps
277 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Legacy wave Prime legacy Ridge zenith Vertex pathway Frontier Fusion Frontier Optima pathway Insight beacon Unison optima Legacy
Client Personas
Ember Foundation
CRM
Beacon
Custodian
Ridge Alpha Matrix Frontier catalyst Unison Pioneer summit Element Foundation Element Atlas Summit Focus prime Bridge Pioneer Matrix signal Unison capital Summit optima Prime wave Eagle radial Meridian
Fund Managers
Zenith pathway Timber
Investment Themes
Summit Ember optima Vector insight Unison delta Wave Beacon Alpha
Investment Vehicles
Frontier Harbor
Services
Momentum Peak prime Crest element Matrix Momentum Timber North Legacy focus Wave Beacon Zenith Beacon Vector zenith Pathway prime
Technology
Quantum Signal insight
Owner & Executives
TIMOTHY ALLEN BOHNETT
MANAGING DIRECTOR
- CRD
- #5862012
- Ownership
- Less than 5%
(477) 769-5204
wave.glacier@eaglecapital.com
in linkedin.com/in/zenith-atlas
J
Jacolby Deangelo Crow
--
- CRD
- --
- Ownership
- Less than 5%
(701) 885-6802
crest.beacon@alphacapital.com
in linkedin.com/in/summit-value
P
Peak element
Wave bridge
- CRD
- #64139
- Ownership
- 18.0%
(630) 580-3728
frontier.fusion@oakcapital.com
in linkedin.com/in/matrix-optima
Showing 2 of 14 owners & executives
Unlock allContacts
MATT GREGG ADDINGTON
--
- CRD
- #5110554
(669) 892-6907
element.momentum@summitcapital.com
in linkedin.com/in/vector-horizon
JON L ALDRICH
President
- CRD
- #5115121
(299) 569-1015
peak.beacon@atlascapital.com
in linkedin.com/in/pathway-element
P
Pathway quantum
Crest catalyst horizon
- CRD
- #31370
(942) 476-8832
vital.vector@alphacapital.com
in linkedin.com/in/catalyst-north
Showing 2 of 329 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,994,013,819 | $360,615 |
| Non-Discretionary | $16,098,333 | $233,309 |
| Total | $16,010,112,152 | $360,418 |
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Separately Managed Accounts
Total SMA Asset: $16,010,112,152
Public Funds:
17.7% Equity - Exchange:
18.9% Cash:
7.5% Municipal Bonds:
11.2% U.S. Government/Agency:
23.7% Corporate - Investment Grade:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,252,749,786 | 17.7% |
| Equity - Exchange | $1,337,681,975 | 18.9% |
| Cash | $530,826,180 | 7.5% |
| Municipal Bonds | $792,700,429 | 11.2% |
| U.S. Government/Agency | $1,677,410,730 | 23.7% |
| Corporate - Investment Grade | $1,486,313,305 | 21.0% |
| Total | $7,077,682,405 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS VITAL | RIDGE WAVE | CRJDPYPC4 | AZOAF | 9.79% | $22,476,125 |
| VECTOR ALPHA DELTA | MERIDIAN FOCUS | 7RPJSDZWW | MABOG | 8.25% | $83,784,401 |
| PIONEER TIMBER CATALYST | VERTEX INSIGHT | JSHT2NUTE | PTX | 10.12% | $50,812,502 |
| OPTIMA INSIGHT | OAK MERIDIAN | H1XD6V8R6 | WDA | 10.22% | $101,617,191 |
| FOCUS WAVE | OAK FRONTIER | XP7TLI33H | YBPIB | 9.16% | $52,878,898 |
| SIGNAL VECTOR DELTA | TIMBER FRONTIER | T2W3DYSE1 | SQB | 7.50% | $62,929,355 |
| OPTIMA PEAK BEACON | PATHWAY MERIDIAN | TFY2ZOZPM | KNV | 7.13% | $69,650,731 |
| DELTA RADIAL VITAL | PRIME FUSION | JIS6YUSFR | MLUH | 6.47% | $91,727,062 |