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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-09-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $312.0K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on February 18, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Farview Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL PEER DOCHERTY
Chief Compliance Officer, FOUNDING PARTNER
- CRD
- #6111164
- Ownership
- 75% or more
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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
SMA allocation detail is available
Farview Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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