SOUTH BURLINGTON, VTCRD 110526Latest ADV February 10, 2026
Farrow Financial Inc is an SEC registered investment adviser organized as a corporation with a primary office location in South Burlington, VT. Its latest Form ADV filing, dated February 10, 2026, reports $280M in regulatory assets under management, 4 employees, 3 offices, and 573 accounts.
Assets Under Management
$280M
Employees
4
Offices
3 offices
Total Clients
195
Primary office
SOUTH BURLINGTON, VT
1 KENNEDY DRIVE SUITE U8, SOUTH BURLINGTON, VT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.8% of total clients.
Top client categories% of clientsClients
1
HNWI
50.8%
99
2
Individuals
48.7%
95
3
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$280Mas of February 10, 2026
Discretionary100.0%
$280M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$280M
Total Accounts573
10Y AUM Change+$135M (+93.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee49:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.