Farrecian Investments Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,502,237
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
43
2% high-net-worth
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
43
HighAverage account size
$267,494
About
Farrecian Investments Inc is a small, independent registered investment adviser that serves individuals, high-net-worth clients, and business entities. The firm provides non-discretionary portfolio management focused on variable annuity and variable life sub-accounts, financial planning, and referrals to third-party managers.
The firm’s principal assembles and monitors portfolios using investment options available through clients’ insurance contracts, typically seeking annual reviews of those accounts; clients retain final trading approval as the firm does not exercise discretionary trading authority. Farrecian also acts as a liaison to third‑party managers, monitoring performance and assisting with paperwork while receiving ongoing referral arrangements.
Compared with many peers, Farrecian’s assets are primarily managed on a non‑discretionary basis and the firm’s principal maintains an active insurance agency business and receives commissions and other external compensation for insurance sales and for referring clients to a specific third‑party manager, conflicts that are disclosed in the brochure. The firm’s ADV discloses past regulatory matters involving its principal — including a late‑1990s supervisory bar and a 2001 consent order related to alleged sales of unregistered securities (with a later vacatur) — a disclosure event that is uncommon among similar independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Tax strategies for small businesses
Fee options
Financial planning flat fees range from $500 to $2,500
up to 1.25% annually (variable annuity and life management)
Commissions received from insurance sales by affiliated insurance agent (approx. 10% of compensation)
$200 per hour for financial planning services
Fee-only: Hourly fee for financial planning: $200 per hour; Fixed fee for financial planning: $500 to $2,500
Main office location
Farrecian Investments Inc
4601 East Douglas Ave, Suite 100
Wichita KS 67218, United States
Number of offices
1
Most active in
Farrecian Investments Inc has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")