Farrcrest Capital LLC
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 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
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
FarrCrest Capital is a single-family office formed in 2026 that provides traditional portfolio management and generational wealth counsel exclusively for the founding family and affiliated family members. Its advisory framework focuses on family capital oversight, governance and legacy coordination, philanthropic principles, and life and transition preparedness rather than offering services to the public.
The firm’s investment approach is long-term and fundamentals-driven, employing long-only equity and fixed-income strategies with limited opportunistic or small-cap exposure (typically below 20%) and emphasis on financial strength and disciplined capital structures. FarrCrest may recommend unaffiliated private funds or third‑party advisors to implement portions of a portfolio and allows clients to request reasonable investment restrictions at the firm’s discretion.
FarrCrest combines a negotiable asset-based advisory fee with the option to charge fixed or hourly fees for consulting projects, and it discloses the practice of selecting outside advisers to manage all or part of client accounts, with clients responsible for any additional advisor fees. The firm requires a $5 million account minimum (which may be waived) and is notable for providing internal financial- and legacy-planning services solely within the private office rather than to external clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Charitable giving & philanthropy
Multi-generational wealth transfer
General estate planning guidance
Demographic focus
Intergenerational Families
Fee options
Fixed fees for consulting projects negotiated individually
1% annually (negotiable based on assets under management and complexity)
Hourly rates for consulting projects negotiated individually
Account minimum: $5,000,000 (may be waived at Firm’s discretion)
Main office location
Farrcrest Capital LLC
Naples FL, United States
Number of offices
1
Most active in
Farrcrest Capital LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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:
-
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.
-
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.
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