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FARRIS CAPITAL MANAGEMENT INC.
CRD 169051File 801-123391
APPROVED
Retail clients
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$177.5M
Bottom 25% of cohort (national)
Discretionary AUM
$176.1M
Non-discretionary $1.4M
Clients
395
901 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 8, 2022
- Principal office
- 4425 PLANO PKWY, STE. 1701, CARROLLTON, TX, 75010
- Phone
- 214-525-2141
- Website
- HTTP://WWW.FARRISCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $177.5M
- Discretionary AUM
- $176.1M
- Non-discretionary AUM
- $1.4M
- Discretionary accounts
- 892
- Non-discretionary accounts
- 9
- Total accounts
- 901
- AUM per client
- $449K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $114.4M |
| Individuals (other than high net worth individuals) | 346 | $63.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.