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| Happy Holidays!! thanks for using AUM13F!! |
| Farris Capital Management Inc
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| CRD # | 169051 |
| SEC # | 801-123391 |
| CIK # | |
| AUM | $154.1 M (2025-02-24) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 214-525-2141 |
| Address | 4425 Plano Pkwy Carrollton, TX 75010 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 334 | 55.0 |
| (b) Individuals (high net worth individuals) | 44 | 99.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 848 | 154.1 |
| By Discretionary | ||
| Discretionary | 840 | 152.9 |
| Non-Discretionary | 8 | 1.2 |
| Total | 848 | 154.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.1 | |
| Total | 848 | 154.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Journey Retirement Planning and Investment Management LLC
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|
ID | 0.2 |
|
Financial Independence Advisors LLC
✚
|
FL | 0.2 |
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Yanni & Associates Investment Advisors LLC
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PA | 0.2 |
|
Barden Capital Management Inc
✚
|
0.2 | |
|
Financially Speaking Inc
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CO | 0.2 |
|
KRS Capital Management LLC
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|
MI | 0.2 |
|
Sandy Morris Financial & Estate Planning Services LLC
✚
|
FL | 0.2 |
|
Meyer Gates Financial Advisors Inc
✚
|
OH | 0.2 |
|
IMG Wealth Management Inc
✚
|
FL | 0.2 |
|
Koob Wealth Management LLC
✚
|
MN | 0.2 |