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Farris Capital Management (Lexington)


Farris Capital Management is an adviser based in Lexington. It manages $1.03 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Kentucky.

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Farris Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Farris Capital Management: assets under management

The assets under management (AUM) of Farris Capital Management is $1.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.56 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Farris Capital Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lexington

The principal office where Farris Capital Management performs its advisory services is located at 108 Esplanade, Lexington, KY 40507, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-246-3059. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.farriscapital.com.


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