F
$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-09-2022
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Farview Management, LLC
Farview Management, LLC is an independent RIA in Atlanta (founded 2021) serving retail investors including entrepreneurs. The firm builds long-term portfolios using patient, bottom-up fundamental stock research and a margin-of-safety mindset, complemented by ETF and mutual-fund implementation. Offers wealth, portfolio construction, and tax planning; custody includes Charles Schwab.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$312.0K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
D
DANIEL PEER DOCHERTY
Chief Compliance Officer, FOUNDING PARTNER
- CRD
- #6111164
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,239,069 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,239,069 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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