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FARTHER ASSET MANAGEMENT, LLC
CRD 325807File 801-128146
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.91B
Top 25% of cohort (national)
Discretionary AUM
$2.91B
Clients
9,645
9,645 accounts
Employees
7
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 13, 2023
- Principal office
- 345 CALIFORNIA STREET, SUITE 600, SAN FRANCISCO, CA, 94104
- Phone
- 628-246-8004
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.91B
- Discretionary AUM
- $2.91B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9,645
- Non-discretionary accounts
- 0
- Total accounts
- 9,645
- AUM per client
- $301K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 729 | $1.23B |
| Pooled investment vehicles | 2 | $8.8M |
| Individuals (other than high net worth individuals) | 8,914 | $1.66B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.