Farrcrest Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 340912
- Registered since
- March 27, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals99%
- HNWI1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Farrcrest Capital LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm registered with the SEC in 2026 and positions itself as a capital allocator serving individual and family clients. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside managers. Farrcrest bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.
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
- Exchange Traded Equities54%
- State & Local Bonds21%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds5%
Contacts
2 of 2
Michael Farr
ChairmanCRD 1763405
Robert Farr
PresidentCRD 7643305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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