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FARTHER ASSET MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 325807 · IAPD ↗ · 628-246-8004

$2.91BRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — FARTHER ASSET MANAGEMENT, LLC now reports custody of client assets ($8.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2026 — FARTHER ASSET MANAGEMENT, LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2026 — FARTHER ASSET MANAGEMENT, LLC now reports 2 private fund(s) ($8.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2026 — FARTHER ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($290.6M -> $2.91B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
73
April 2025 — FARTHER ASSET MANAGEMENT, LLC reported RAUM up 623% ($40.2M -> $290.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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