Farnam Financial
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 306180
- Registered since
- April 30, 2025
- Website
- www.farnamfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.64%
- Individuals6.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Farnam Financial is an independent, LLC-structured registered investment adviser that began SEC registration in 2025 and serves primarily individuals and families. Ownership is held by an individual, and the firm bills clients via a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Its advisory work centers on comprehensive financial planning and portfolio management for individuals and small businesses; pension consulting is listed among its advisory activities. Farnam Financial does not position itself as a capital allocator, and it is not identified as an active ESG investor.
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 Funds79%
- Exchange Traded Equities15%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1
Jonathan Bird
Owner, Chief Compliance OfficerCRD 6290050
Contacts
2 of 2
Gregory Bradstreet
Wealth AdvisorCRD 5357252
Melinda Agosta
Associate Wealth AdvisorCRD 8061771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$133M in ETFs
99%
$132M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $11.2M | 157,375 | 8.44% |
Location
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2415 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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