FARRIS CAPITAL MANAGEMENT INC.

Overview

Farris Capital Management Inc. is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational content through periodicals and seminars. Its fee model blends percentage of AUM with hourly and fixed-fee arrangements, which supports both ongoing portfolio management relationships and project-based planning work. Investment activity is tilted toward discretionary management: nearly all client assets are managed on a discretionary basis. The firm’s primary vehicle for public market exposure is pooled public funds and mutual funds, which make up the largest single slice of assets. Farris Capital is not an active ESG investor and does not position itself as a multi-state or pension consultant adviser.

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Location & Offices