FARTHER
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 302050
- Registered since
- July 19, 2019
- Website
- www.farther.com
- 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
FINTRXOverview
Farther is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. Registered with the SEC in 2019, the firm mixes fee models — percent of AUM, hourly, and fixed fees — and offers financial planning, portfolio management for individuals and small businesses, pension consulting, and publishes periodicals/newsletters. Farther identifies itself as an active ESG investor and maintains industry ties that include broker-dealer, other investment adviser, and insurance company affiliations. AdvisorHub named Farther one of its "50 RIA Firms to Watch" in 2026.
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 Funds65%
- Exchange Traded Equities23%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
3 of 13TAYLOR HODGES
Founder & CEOCRD 5911064
JEFFREY PRESLEY
President, Chief Compliance OfficerCRD 2125227
LLOYD YAMADA
Chief Executive OfficerCRD 3152925
Contacts
3 of 298Yury Dzhishkariani
Associate Vice President, Wealth AdvisorCRD 8174446
CASEY BEAR
Wealth Advisor, PrincipalCRD 4869348
Hunter Shaughnessy
Associate Vice President, Wealth AdvisorCRD 8210131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,241Active vs passive
$8.5B in ETFs
74%
$6.4B
21%
$2.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $557M | 846,215 | 6.52% |
Location
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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