# Farm and Community Advisory

> Farm and Community Advisory is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 331936
- Filed as: FARM AND COMMUNITY ADVISORY
- Legal name: The Santa Cruz Company LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331936
- AdvisorCensus page: https://advisorcensus.com/firm/farm-and-community-advisory-331936

## Quick answers

**How is Farm and Community Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Farm and Community Advisory reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Farm and Community Advisory registered with the SEC or a state?**
Farm and Community Advisory is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331936.

**How much does Farm and Community Advisory manage?**
Farm and Community Advisory reports $1,488,237 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (65% discretionary).

**What types of clients does Farm and Community Advisory serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Farm and Community Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331936

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,488,237
- Discretionary: $973,397
- Non-discretionary: $514,840

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $1,428,237 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $60,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Farm and Community Advisory (CRD 331936): Form ADV filing data as of October 2026.