SAN FRANCISCO, CACRD 325807Latest ADV March 30, 2026
Farther Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $2.9B in regulatory assets under management, 7 employees, and 9,645 accounts.
Assets Under Management
$2.9B
Employees
7
Offices
--
Total Clients
9,645
Primary office
SAN FRANCISCO, CA
345 CALIFORNIA STREET, SUITE 600, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.4% of total clients.
Top client categories% of clientsClients
1
Individuals
92.4%
8,914
2
HNWI
7.6%
729
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 30, 2026
Discretionary100.0%
$2.9B
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$2.9B
Total Accounts9,645
10Y AUM Change+$2.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1378:1
10Y Employee Change+6 (+600.0%)
* 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.