DBA Farmstead Investment Management

Overview

DBA Farmstead Investment Management is a small, independent registered investment adviser operating as a sole proprietorship and serving individual and family clients. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm is not an active ESG investor, is not set up as a multi-state adviser, and does not act as a capital allocator. Investment positioning is conservative and income-oriented: filings identify a fixed-income preference and significant exposure to investment-grade corporate bonds. The adviser’s scale and client focus suggest a boutique, hands-on service model rather than institutional or high-volume retail operations.

Assets & Accounts

Investments & Alternatives

Location & Offices