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| Farrow Financial Inc
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|---|---|
| CRD # | 110526 |
| SEC # | 801-15865 |
| CIK # | 0002010644 |
| AUM | 280.1 M (2026-05-28) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 802-728-4287 |
| Address | 1 Kennedy Drive Suite U8 South Burlington, VT 05403 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Nvidia Corp | 4.6 | ||
| Mastec Inc | 4.2 | ||
| Alphabet Inc | 3.8 | ||
| Canadian Natural Resources Ltd | 3.4 | ||
| NRG Energy Inc | 3.1 | ||
| Microsoft Corp | 3.1 | ||
| Cisco Systems Inc | 3.1 | ||
| Plexus Corp | 2.8 | ||
| Consolidated Water Co Ltd | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 27.4 |
| (b) Individuals (high net worth individuals) | 99 | 252.7 |
| (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 | 1 | 0.1 |
| (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 | 573 | 280.1 |
| By Discretionary | ||
| Discretionary | 573 | 280.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 573 | 280.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.4 | |
| United States Persons | 270.8 | |
| Total | 573 | 280.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010644] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (2 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DBS Investment Advisers LLC
✚
|
MI | 280.2 M |
|
WWM Advisory Inc
✚
|
CA | 280.1 M |
|
Rockingstone Advisors LLC
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|
MA | 280.1 M |
|
Victus Captial Wealth LLC
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|
CA | 280.1 M |
|
Willow Creek Capital Management Inc
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|
MT | 280.0 M |
|
Conquis Financial LLC
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|
CA | 280.0 M |
|
ARG Private Wealth LLC
✚
|
OH | 280.0 M |
|
Perritt Capital Management Inc
✚
|
IL | 279.8 M |
|
Faith Investor Services LLC
✚
|
279.7 M | |
|
McBrearty Capital Management Inc
✚
|
TN | 279.7 M |