FARM GIRL CAPITAL LLC

RIASEC Registered
Total AUM
$20.4M
Discretionary
$20.4M
100% of AUM
Avg account
$173K
Accounts
118
Employees
1
Advisory reps
1

Firm details

Headquarters
ALBANY, California
CRD number
314384
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals57.34%
  • HNWI34.01%
  • Pension & Profit Sharing Plans8.64%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Farm Girl Capital LLC is an independent registered investment adviser operating as a small, owner-managed RIA that serves both individual/family and institutional clients. The firm offers fee-based planning and portfolio management, with services that include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of sub-advisers. Farm Girl Capital positions itself as a capital allocator—constructing client portfolios largely from third-party public funds while also accessing alternative managers when appropriate. Investment emphasis is on public mutual funds as the primary building blocks for client portfolios, with a tilt toward delegated or model-based implementations rather than heavy direct stock-picking. The firm is not an active ESG investor and does not operate as a multi-state advisory firm according to the profile data. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 5%, Cash & Cash Equivalents 5%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • SARAH GREEN

    Principal & FounderCRD 5487899

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ALBANY, CA

ALAMEDA

Location

ALBANY, CA

Headquartered in ALBANY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
1225 Solano Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth