wiseradvisor

Justin Farris
Farris Capital Management Inc

Tel: (214) 525-2141
14800 Quorum Drive
Suite 360
Dallas, TX 75254

Planning and investing for your future financial journey

Farris Capital Management Inc | Financial Advisor in Dallas ,TX

About Farris Capital Management Inc

As an independent full-service wealth management firm, we specialize in the practice of investment management and financial planning. Farris Capital Management Inc. maintains an independent and focused approach to advising our clients on all their financial needs. We don't sell products; we provide custom tailored financial solutions and are committed to becoming a lifelong partner to our clients. Professionalism, integrity, hard work, and trust are the basic principles of our company. Our goal is to provide a superior client service experience. What Makes Us Unique - At Farris Capital Management Inc., we build and manage your personalized investment portfolio while incorporating a high quality financial plan for each of your goals. To find out more please visit our website.


General Information

Firm Start Year:   2003
No.of Employees:   2-4
Name of Custodial Firm:   Fidelity Investments
States Licensed in:   TX
Number of Years with Current Firm:   8
I work with the following types of clients:   Individual Investors, Hedge Funds, Businesses

Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance
I can meet clients in the following ways:   At your home, At my office, Via phone, At your office, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Annuity, Variable Life, Health, Annuity, Property, Long Term Care, Casualty

Firm Information

Firm's Number of Clients:   150
Firm's Number of Planning Clients:   150
Firm's Number of Managed Clients:   150
Assets Managed by Firm:   $60,000,000
Assets Managed by Advisor:   $60,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:   1%
Additional Details on Charges:   Depending on the type of investing and the assets managed, our fees range from .50% to 1.50%. Commission based trading is also available and is calculated on the size and type of the transactions involved.


Education

Economics  Rice University
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Faqs

  • Do you have a customer satisfaction or refund policy? No, however we do provide an investment policy statement that indicates an agreement of client goals and needs.
  • What are your qualifications? What is your education background? Series 7, 66 and Group 1 insurance licensed. Attended Rice University and obtained a BA in Economics. Received the CFP(R) practitioner designation.
  • What services do you offer? All Services are available, if we do not have access to a particular service we will refer you to someone that can.
  • How many clients do you currently manage? 50+
  • Will you be the only person working with me? Clients choice, however we operate in a team orriented environment where each person has a specialty.
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Disclaimer

Planning and Advisory Services offered through Farris Capital Management Inc, a Registered Investment Advisor through the State of Texas.

Justin Farris

Justin Farris

Life & Health; Long Term Care; Specify below, CERTIFIED FINANCIAL PLANNER™ Certificant

Mr. Farris serves clients by providing retirement planning, Tax planning strategies, investments, and risk management advisory services. Justin develops the investment strategies and handles the portfolio management for FCM. Prior to establishing Farris Capital Management, Justin worked at Raymond James and Associates in the Dallas office and was formerly the lead equity analyst and trader for the offices most prominent hedge fund. This experience is where he gained the real world investment knowledge of money management and how to apply research and investment thesis into actionable ideas.


He is a CERTIFIED FINANCIAL PLANNER" professional with a degree in Economics from Rice University and also played for the Rice University College World Series Championship baseball team.

My Team

Tyler  Henley
Tyler Henley CFA
Tyler is focused on building, managing, protecting, and transitioning wealth for his clients at FCM. Prior to joining Farris Capital Management Inc., Tyler performed several roles including manager research for an institutional hedge fund and managed fixed income and alternative investments for a local wealth management team. He is a Chartered Financial Analyst with a degree in Economics from Rice University where he made two College World Series appearances with the baseball team.

Communities Served

All States

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