Farther
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 302050
- Registered since
- July 19, 2019
- Website
- www.farther.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.47%
- Individuals23.15%
- Corporations / Businesses8.1%
- Pension & Profit Sharing Plans3.13%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Farther is an independent, SEC‑registered investment adviser organized as an LLC and registered in 2019. The firm serves both individual/family clients and institutional accounts and operates as a capital allocator, combining fee models (percentage of AUM, hourly, and fixed fees) to deliver financial planning, portfolio management for individuals and small businesses, pension consulting and periodic publications. Farther identifies as an active ESG investor and maintains industry relationships that include broker‑dealer, insurance company and other adviser affiliations. The firm was named one of "50 RIA Firms to Watch" by AdvisorHub in 2026, reflecting recent industry recognition for its growth and strategy.
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 Funds65%
- Exchange Traded Equities23%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
3 of 14
Taylor Hodges
Founder & CEOCRD 5911064
Jeffrey Presley
President, Chief Compliance OfficerCRD 2125227
Lloyd Yamada
Chief Executive OfficerCRD 3152925
Contacts
3 of 319
Yury Dzhishkariani
Associate Vice President, Wealth AdvisorCRD 8174446
Casey Bear
Wealth Advisor, PrincipalCRD 4869348
Hunter Shaughnessy
Associate Vice President, Wealth AdvisorCRD 8210131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,409Active vs passive
$10.4B in ETFs
74%
$7.7B
21%
$2.7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $684M | 913,970 | 6.60% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 345 California St
- Time zone
- PT (UTC-8)
- Office locations
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