Farm Girl Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,659,712
Clients
41
Advisors
1
of 1 employees
About
Farm Girl Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses and employer-sponsored retirement plans. The firm’s brochure states it manages approximately $20.4 million on a discretionary basis (with about $4.9 million under advisement) and implements portfolios largely through mutual funds, ETFs and, where appropriate, individual securities.
The firm describes a primarily long-term investment approach that combines fundamental and technical analysis to build and monitor portfolios, with the ability to rebalance or trade shorter term as needed. The brochure notes that some clients are placed in custodian-managed (separately managed) account programs and, less commonly among peers, the firm employs borrowing within those separately managed accounts.
Farm Girl Capital offers retirement-plan services that include ERISA fiduciary investment oversight, investment policy statement design and participant education, a set of services that is relatively uncommon for a small independent advisory firm. The brochure also discloses that the firm may direct clients to third-party advisers (receiving a negotiated fee share) and participates on an institutional custody platform, arrangements that create potential conflicts the firm says it manages in accordance with its fiduciary obligations.
Client services
Expertise
Fee options
Fixed fees for financial planning engagements based on estimated hours
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: Negotiable
Up to $250 per hour for financial planning services
Account minimum: $2,500 minimum annual fee Minimum fee: Minimum annual fee of $2,500 Fee-only: Investment advisory fees based on assets under management; no commissions charged
Main office
1225 Solano Avenue, Suite A
Albany CA 94706
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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