This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-18-2014
- Office Locations
- 1
Office Locations
About Ferry Capital Management LLC
Ferry Capital Management LLC is a Duck-based RIA. The firm has been operating for 11 years. Managing $8.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and TD Ameritrade.
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 10 clients, or 10 clients per representative. That equates to $833.8K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Ferry Capital Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Ferry Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL EDWARD FERRY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #732477
- Ownership
- 75% or more
Carrie Ann Ferry
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,337,924 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,337,924 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Ferry Capital Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.