Farnam Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated April 16, 2026, reports $161M in regulatory assets under management, 3 employees, 2 offices, and 240 accounts.
Assets Under Management
$161M
Employees
3
Offices
2 offices
Total Clients
81
Primary office
PHOENIX, AZ
2415 E CAMELBACK RD, STE 700, PHOENIX, AZ, United States
Top client segmentHNWI represent 72.8% of total clients.
Top client categories% of clientsClients
1
HNWI
72.8%
59
2
Individuals
27.2%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of April 16, 2026
Discretionary100.0%
$161M
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.
Total AUM$161M
Total Accounts240
10Y AUM Change+$39M (+32.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee27:1
10Y Employee Change-1 (-25.0%)
* 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.