Farnsley Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$87,568,305
Clients
213
Advisors
3
of 4 employees
About
Farnsley Advisors provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and pension or profit‑sharing plans, with an account minimum generally set at $50,000. The firm produces individualized Investment Policy Statements and offers discretionary portfolio management as well as one‑time financial planning engagements.
The firm uses a blend of analytical methods — including fundamental, quantitative, technical, cyclical and charting analysis — and pursues a range of strategies such as long‑ and short‑term trading, options and margin transactions, equities, fixed income, ETFs (including precious‑metal ETFs) and annuities. Risk tolerances and time horizons are documented in client IPSs, accounts are reviewed at least quarterly, and the firm typically requests discretionary trading authority for implementation.
Notably, some of the firm’s principals are licensed insurance agents and may offer commissionable insurance and annuity products to clients, a relationship the brochure discloses as a potential conflict of interest and for which clients are not required to purchase through the firm. The firm also manages all client assets in‑house rather than selecting outside advisers, and it may require clients to use specified custodians while accepting certain research or “soft dollar” benefits from broker‑dealers.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.375% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: Negotiable
$150 to $250 per hour
Account minimum: $50,000
Main office
4360 Brownsboro Rd, Suite 104
Louisville KY 40207
Advisors at this office
3
Most active in
Indiana · Kentucky · Louisiana · Ohio
Also doing business as
Bahe Farnsley Advisors · Bahe Farnsley, LLC · C. Farnsley, LLC · Farnsley Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Charles F
CFP®, Series 63, Series 66
Louisville, KY
Farnsley Advisors
Charles Farnsley is a CFP® credentialed financial advisor with 22 years of industry experience, currently practicing with Farnsley Advisors in Louisville, KY. His prior roles include six years at Levinson and Associates and three years at Southeast Investments, N.C. Inc. Outside of advisory work, he is involved with Anubu, LLC, a real estate business in which he holds membership. Farnsley Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans, employing a blend of analytical methods and offering discretionary portfolio management alongside one-time financial planning engagements.
David P
Series 66
Louisville, KY
Farnsley Advisors
David Padgett is a financial advisor at Farnsley Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and its affiliated entities. Outside of advising, Padgett serves as a college basketball analyst for ESPN and is involved in local community activities, including serving on the board of St. Matthews Little League and coaching boys varsity basketball at North Oldham High School. Farnsley Advisors provides portfolio management and financial planning primarily to individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm employs a multi-method investment approach and offers ongoing, typically discretionary, asset allocation and portfolio monitoring.
James M
Series 65
Louisville, KY
Farnsley Advisors
James Metzger is a financial advisor at Farnsley Advisors in Louisville, KY, holding a Series 65 designation with eight years of industry experience. He has been with C. Farnsley, LLC since 2017 and has involvement with Russata Stables dating from the same year. Prior to this, he worked at Fixe from 2015 to 2017. Farnsley Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a variety of analytical methods and investment strategies, offering discretionary portfolio management and customized Investment Policy Statements.
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