A complete list of active advisors currently associated with Farview Management, LLC

Warmer can help you find a great advisor at Farview Management, LLC or one who fits your needs even better.

Farview Management, LLC provides discretionary portfolio management and company‑sponsored retirement plan consulting to individuals (including high‑net‑worth) and corporate clients. The firm is a small independent adviser managing approximately $6.24 million for about 20 clients and offers both individual account management and 401(k) plan advisory services. The firm uses a bottom‑up, fundamental investment process that treats stocks as ownership interests and operates a concentrated long‑term growth model portfolio (typically 5–15 holdings) with a patient time horizon and occasional significant cash allocations. Supplemental techniques disclosed in the brochure include technical analysis and, where appropriate, short‑term trades, short sales and option writing; model portfolios are managed on a discretionary basis and clients in a model generally may not restrict specific holdings within that model. Noteworthy aspects include a recent amendment to the brochure that removed a previously disclosed performance‑based fee option while adding and formalizing retirement plan consulting (acting as a 3(21) adviser and incorporating a third‑party 3(38) manager), with an onboarding charge for plan engagements. The firm’s principal holds the CFA charter, and the combination of a boutique, concentrated equity strategy alongside institutional‑style 401(k) consulting is an uncommon pairing among similarly sized independent advisers.

To learn more about the advisors currently working at Farview Management, LLC, 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.