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: | Hedge Funds, Businesses, Individual Investors |
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: | Annuity, Casualty, Property, Health, Variable Life, Long Term Care, Variable Annuity, Life |
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. |
| Economics |
Rice University
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Planning and Advisory Services offered through Farris Capital Management Inc, a Registered Investment Advisor through the State of Texas.
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.
Tyler Henley
CFA
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