Farther

RIASEC RegisteredEst. 2019
Total AUM
$16B
Discretionary
$16B
100% of AUM
Avg account
$360K
Accounts
44,421
Employees
571
Advisory reps
336

Firm details

Headquarters
San Francisco, California
CRD number
302050
Registered since
July 19, 2019
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI65.47%
  • Individuals23.15%
  • Corporations / Businesses8.1%
  • Pension & Profit Sharing Plans3.13%
  • Charitable Organizations0.16%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Farther is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. It serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that places client assets with third-party managers alongside its own advisory portfolios. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and also publishes periodicals or newsletters. Fee arrangements include percentage-of-assets, hourly and fixed-fee models. Farther reports active ESG investing as part of its approach and lists industry affiliations that include broker-dealer, other investment adviser and insurance company relationships. The firm was named one of “50 RIA Firms to Watch” by AdvisorHub in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 23%, Cash & Cash Equivalents 6%, US Government Bonds 2%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents6%
  • US Government Bonds2%
  • State & Local Bonds2%

Owners & executives

3 of 14
  • Taylor Hodges

    Taylor Hodges

    Founder & CEOCRD 5911064

  • Jeffrey Presley

    Jeffrey Presley

    President, Chief Compliance OfficerCRD 2125227

  • Lloyd Yamada

    Lloyd Yamada

    Chief Executive OfficerCRD 3152925

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Contacts

3 of 322
  • Yury Dzhishkariani

    Yury Dzhishkariani

    Associate Vice President, Wealth AdvisorCRD 8174446

  • Casey Bear

    Casey Bear

    Wealth Advisor, PrincipalCRD 4869348

  • Hunter Shaughnessy

    Hunter Shaughnessy

    Associate Vice President, Wealth AdvisorCRD 8210131

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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

FINTRX

ETF holdings

1 of 2,409

Active vs passive

$10.4B in ETFs

Passive

74%

$7.7B

Active

21%

$2.7B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$684M913,9706.60%

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
345 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth