Overview
Assets Under Management: $178 million
Headquarters: CARROLLTON, TX
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
FARRIS CAPITAL MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169051), FARRIS CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
FARRIS CAPITAL MANAGEMENT INC. is headquartered in CARROLLTON, TX.
FARRIS CAPITAL MANAGEMENT INC. serves 49 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, FARRIS CAPITAL MANAGEMENT INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FARRIS CAPITAL MANAGEMENT INC. manages $178 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, FARRIS CAPITAL MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.46
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 901
Discretionary Accounts: 892
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 169051
Filing ID: 2045248
Last Filing Date: 2026-02-05 14:21:16