Charlottesville, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Farther
Enterprise
Firm-wide stats for Farther
About
Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile Platform and in-person meetings. The firm also offers retirement plan consulting, limited financial planning and recommendations on private investment funds (including affiliated funds) while excluding corporate or business clients from its typical client base.
Farther’s investment approach is grounded in Modern Portfolio Theory and implemented through proprietary model portfolios or bespoke allocations, with algorithmic rebalancing designed to keep holdings within target ranges (generally rebalancing when allocations drift about 5%). The firm primarily uses exchange-traded funds, mutual funds, individual equities and fixed income, may allocate to independent managers, treats cash as an asset class, and supplements advisor judgment with AI tools subject to internal review and controls.
Noteworthy for an enterprise firm, Farther discloses receipt of practice‑management publications and other support services from custodians and sponsors advisor events supported by third‑party sponsorships, and it participates in referral arrangements (including paid promoters such as Zoe Advisor Network). The firm also discloses several potential conflicts of interest that may distinguish it from peers: affiliation with private funds and an insurance agency that can generate commission or fund‑related compensation, explicit limits on discretionary cryptocurrency purchases, and use of account aggregation and third‑party service relationships.
Based on Farther
Expertise
Based on Farther
Location
505 Faulconer Drive, Suite 2 C
Charlottesville VA 22903
Advisors at this office
3
Advisors at this office
David G
Series 66
Charlottesville, VA
Farther
David Graham Jr. is a financial advisor at Farther with 25 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at Grand Strategy Capital LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.
Joseph C
Series 63, Series 65
Charlottesville, VA
Farther
Joseph Coulson is a financial advisor at Farther with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for nine years at Grand Strategy Capital, LLC. Coulson is based in Charlottesville, VA. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory implemented via proprietary models and algorithmic rebalancing, focusing on ETFs, mutual funds, equities, and fixed income while incorporating AI tools under internal controls.
Walter M
Series 66
Charlottesville, VA
Farther
Walter Megonigal III is a financial advisor at Farther with 17 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at Grand Strategy Capital LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or proprietary algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.
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