A complete list of active advisors currently associated with Farris Capital Management Inc.

Warmer can help you find a great advisor at Farris Capital Management Inc. or one who fits your needs even better.

Farris Capital Management provides financial planning, consulting, and portfolio management to individuals, high‑net‑worth clients, and some business entities. The firm manages roughly $177.5 million for about 395 clients through a mix of advisor‑managed accounts and automated programs offered via Betterment Securities and the Zoe Wealth platform, and it also implements advisory accounts on Fidelity and Charles Schwab custodial platforms. Investment decisions are guided by a written Investment Policy Statement and a stock‑selection process that emphasizes avoiding companies with stressed fundamentals; portfolios blend index ETFs, fixed‑income mutual funds, defined‑outcome (buffer) ETFs, accelerated outcome ETFs, and individual securities. Farris Capital explicitly uses options and other derivatives in managed accounts (including covered‑call strategies) and employs automated rebalancing and tax‑loss harvesting on its platform offerings, while allowing client‑imposed restrictions and both discretionary and non‑discretionary arrangements. Noteworthy aspects of the firm include its occasional client newsletters and its provision of educational seminars and workshops, which are highlighted alongside traditional advisory services. The firm’s combination of third‑party platform partnerships (Betterment/Zoe via Apex) with conventional custodial relationships, plus its use of defined‑outcome and leveraged ETF vehicles and options strategies, creates implementation and operational differences that clients may see across account types.

To learn more about the advisors currently working at Farris Capital Management Inc., 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.