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FARRIS CAPITAL MANAGEMENT INC.

CARROLLTON, TX · CRD 169051 · IAPD ↗ · farriscap.com · 214-525-2141

$177.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — FARRIS CAPITAL MANAGEMENT INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
June 2024 — FARRIS CAPITAL MANAGEMENT INC. moved its main office from DALLAS, TX to CARROLLTON, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.