Farview Management, LLC

Overview

Farview Management, LLC is a small, privately owned registered investment adviser that focuses on discretionary portfolio management for individuals and families, including small-business owners. The firm runs a client-weighted equity-first strategy: exchange-traded equities are the dominant exposure and act as the core of client portfolios. Fee arrangements include both a percentage of assets under management and performance-based fees, which suggests the firm tailors some mandates toward active, outcome-driven strategies or allocates to vehicles with incentive fees. Farview does not position itself as an ESG investor and reports activity concentrated in a single-state operating footprint. Advisory activity centers on customized portfolio management rather than institutional pension consulting or multi-state retail distribution. Given the firm’s size and fee structure, it appears to blend separately managed equity sleeves with selective third-party alternative allocations to deliver diversification and return enhancement for individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices