FARM GIRL CAPITAL LLC
Firm details
- Headquarters
- ALBANY, California
- CRD number
- 314384
- Website
- www.farmgirlcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals57.34%
- HNWI34.01%
- Pension & Profit Sharing Plans8.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Farm Girl Capital LLC is an independent registered investment adviser operating as a small, owner-managed RIA that serves both individual/family and institutional clients. The firm offers fee-based planning and portfolio management, with services that include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of sub-advisers. Farm Girl Capital positions itself as a capital allocator—constructing client portfolios largely from third-party public funds while also accessing alternative managers when appropriate. Investment emphasis is on public mutual funds as the primary building blocks for client portfolios, with a tilt toward delegated or model-based implementations rather than heavy direct stock-picking. The firm is not an active ESG investor and does not operate as a multi-state advisory firm according to the profile data. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
1 of 1SARAH GREEN
Principal & FounderCRD 5487899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALBANY, CA
ALAMEDA
Location
ALBANY, CA
Headquartered in ALBANY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 1225 Solano Ave
- Time zone
- PT (UTC-8)
- Office locations
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