FARNAM FINANCIAL
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 306180
- Registered since
- April 30, 2025
- Website
- www.farnamfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.64%
- Individuals6.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Farnam Financial is an independent registered investment adviser organized as an LLC and owner-operated. The firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Its fee arrangements include asset-based fees, hourly charges and flat fees. Farnam Financial’s regulatory records show SEC registration in 2025. The firm serves individual and family clients rather than institutional or capital-allocation mandates. It does not identify itself as an ESG-focused investor. Custody and operational details indicate a straightforward RIA model rather than a multi-entity wealth platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities15%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1JONATHAN BIRD
Owner, Chief Compliance OfficerCRD 6290050
Contacts
2 of 2GREGORY BRADSTREET
Wealth AdvisorCRD 5357252
Melinda Agosta
Associate Wealth AdvisorCRD 8061771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$122M in ETFs
99%
$120M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $11.6M | 36,240 | 9.55% |
Location
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 2415 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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