CARROLLTON, TXCRD 169051Latest ADV February 5, 2026
Farris Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Carrollton, TX. Its latest Form ADV filing, dated February 5, 2026, reports $178M in regulatory assets under management, 3 employees, and 901 accounts.
Assets Under Management
$178M
Employees
3
Offices
--
Total Clients
395
Primary office
CARROLLTON, TX
4425 PLANO PKWY, STE. 1701, CARROLLTON, TX, 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 segmentIndividuals represent 87.6% of total clients.
Top client categories% of clientsClients
1
Individuals
87.6%
346
2
HNWI
12.4%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$178Mas of February 5, 2026
Discretionary99.2%
$176M
99% of total RAUM99.2%
Non-discretionary0.8%
$1M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$178M
Total Accounts901
10Y AUM Change+$62M (+54.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee132:1
10Y Employee Change0 (0.0%)
* 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.