A complete list of active advisors currently associated with Farm Girl Capital LLC

Warmer can help you find a great advisor at Farm Girl Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Farm Girl Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sarah Green	Albany, CA	17

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