# Farther Asset Management, LLC

> Farther Asset Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 325807
- Filed as: FARTHER ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325807
- AdvisorCensus page: https://advisorcensus.com/firm/farther-asset-management-llc-san-francisco-ca-325807

## Quick answers

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

**Where is Farther Asset Management, LLC located?**
Farther Asset Management, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Farther Asset Management, LLC registered with the SEC or a state?**
Farther Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325807.

**How much does Farther Asset Management, LLC manage?**
Farther Asset Management, LLC reports $2,905,319,288 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**How have Farther Asset Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Farther Asset Management, LLC: Regulatory assets under management: $0 in the October 2023 data and $2,905,319,288 in the October 2026 data. Total employees: 1 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Farther Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8,914); high net worth individuals (729); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Farther Asset Management, LLC use?**
Farther Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Farther Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325807

**What changed in Farther Asset Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,905,319,288
- Discretionary: $2,905,319,288
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8,914 | $1,663,779,825 |
| High net worth individuals | 729 | $1,232,689,463 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $8,850,000 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 1 | August 1, 2023 |
| October 2024 | $40,218,511 | 2 | April 2, 2024 |
| October 2025 | $290,615,559 | 2 | March 29, 2025 |
| October 2026 | $2,905,319,288 | 7 | August 13, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $2,905,319,288 in the October 2026 data.
Total employees: 1 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 2 to 5.
- Regulatory assets under management went from $290,615,559 to $2,905,319,288 (+900%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Farther Asset Management, LLC (CRD 325807): Form ADV filing data as of October 2026.