Farrecian Investments Inc

RIAState Registered

Total AUM

$11.6M

Discretionary

0% of AUM

Avg account

$143K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Wichita, Kansas
CRD number: 305371
Website: thefinancialhq.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals75.7%
HNWI23.86%
Corporations / Businesses0.44%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Farrecian Investments Inc. is an independent, privately owned registered investment adviser operating out of Kansas. The firm combines advisory services with insurance brokerage capabilities and describes itself as a capital allocator that selects other advisers on behalf of clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and the selection or oversight of third‑party managers. Fee arrangements are flexible and include percentage‑of‑AUM, hourly, fixed fees and other billing structures. The firm reports it is not an active ESG investor and is not structured as a multi‑state adviser.