Famco
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
FamCo is registered to provide investment advice and portfolio management to a range of client types, including limited partnerships, corporations, pension and profit‑sharing plans, trusts, estates, charitable organizations and other institutional clients, as well as individuals. The firm currently reports no active advisory clients and operates as a single‑owner, single‑office firm.
The firm describes an investment process that combines fundamental, technical and cyclical analysis and names timing services among its information sources, indicating it may employ market‑timing elements and active strategies such as short sales, margin transactions and option writing. At filing FamCo does not intend to exercise investment discretion, take custody of client assets, or vote client securities, and it reports performance on a regular quarterly and annual basis.
FamCo dedicates a substantial share of its principal’s time to consulting and other business activities and plans to produce investment‑education videos and materials for clients and the public, an emphasis on educational offerings and consulting that is less common for firms in this category. The firm also signals an intention to work with a broad mix of institutional and non‑institutional client types rather than focusing solely on individually managed accounts, and it recently re‑registered after a prior period of inactivity to develop new advisory products.
Client services
Portfolio management
Educational seminars or workshops
Market timing
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Fixed fees reported in SEC Form ADV Part 1 but no specific amounts stated in brochure
Hourly charges reported in SEC Form ADV Part 1 but no specific rates stated in brochure
Subscription fees reported in SEC Form ADV Part 1 but no specific amounts stated in brochure
Main office location
Famco
Marina Del Rey CA, United States
Number of offices
1
Most active in
Famco has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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