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- Custodian
- Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-18-2022
- Office Locations
- 1
Office Locations
About Financial Design Group, LLC
Financial Design Group, LLC is a Nebraska-based, family-owned RIA providing comprehensive financial planning and portfolio management across investment, income, education, estate distribution, and risk management needs. Led by managing members Brian and Christopher Farris (also the firm’s CCO), the team serves retail households and entrepreneurs, primarily implementing allocations through public funds and ETFs.
Team overview
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Investment Themes
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Owner & Executives
BRIAN TIMOTHY FARRIS
Managing Member
- CRD
- #2946903
- Ownership
- 50% but less than 75%
CHRISTOPHER BRIAN FARRIS
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #6067648
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,390,453 | $215,162 |
| Non-Discretionary | $0 | -- |
| Total | $113,390,453 | $215,162 |
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Separately Managed Accounts
Total SMA Asset: $113,390,453
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $843,205,300 | 22.2% |
| Cash | $1,591,455,049 | 41.9% |
| Equity - Exchange | $1,363,561,725 | 35.9% |
| Total | $3,798,222,074 | 100.0% |