DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Farther Asset Management, LLC
Latest filing Aug 13, 2026
First filing on the tape May 11, 2023 · 11 filings
SEC status approved since Jun 13, 2023
RAUM
$2.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$2.9B individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$1.5B
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$2.9B as of Aug 13, 2026
Mar 29, 2024$40.2M then
HNW client RAUM$1.2B as of Aug 13, 2026
Mar 29, 2025$160M then
State-registered IARs (5.B.3)2 as of Aug 13, 2026
Mar 29, 20242 then
Employees (5.A)7 as of Aug 13, 2026
Mar 29, 20242 then
Private funds2 as of Aug 13, 2026
Mar 30, 20262 then
RAUM +900% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Aug 13, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $1.5BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 4,822derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $301,225derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +900%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1350%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $2.9BreportedItem 5.I
- Custody
- $8.8M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$1.7B57%
- High-net-worth individuals$1.2B42%
- Pooled investment vehicles$8.8M0.3%
- Individual clients
- 8,914reported
- HNW clients
- 729reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9,645reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $8.8M for 2 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Farther Select Access Fund I, LP | $4.7M | 57 | Aug 13, 2026 | |
| Farther Select Access Fund II, LP | $4.1M | 49 | Aug 13, 2026 |
Owners and control persons
Schedule A and B, latest filing
- Philip Bradley Genser · Chief Technology Officercontrolsince 04/2023 · owns less than 5%
- Taylor Joseph Matthews · Managing Membercontrolsince 04/2023 · owns less than 5%
- Cother Christopher Powers · Chief Compliance Officercontrolsince 04/2023 · owns less than 5%
- Philip Bradley Genser · Foundercontrolsince 06/2019 · owns F of Farther Finanance, Inc.
- Taylor Joseph Matthews · Chief Executive Officercontrolsince 04/2019 · owns F of Farther Finanance, Inc.
- Anatole Alexander Forostenko · Director Of Compliancesince 08/2026 · owns less than 5%
- Kevin Hoegler · Director, Fam Growth Business Developmentsince 03/2026 · owns less than 5%
- W Nicholas Panitsas · Chief Investment Officersince 09/2025 · owns less than 5%
Entity owners
- Farther Finanance, Inc. · Ownerdirect · owns 75% or more
- Farther Finance, Inc · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Francisco, Ca · principal | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 30, 2026accounts (Item 5.F.2.f) moved from 1,016.0 to 9,645.0 (+849.0%) between the annual amendments of 2025-03-29 and 2026-03-30; the peer median change was +6.0% (1206 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 100% percentile
- client count surgeChange between filings · filing Mar 30, 2026individual and HNW clients (Item 5.D) moved from 665.0 to 9,643.0 (+1350.0%) between the annual amendments of 2025-03-29 and 2026-03-30; the peer median change was +5.0% (1132 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 100% percentile
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $290,615,559 to $2,905,319,288 (+900.0%) between the annual amendments of 2025-03-29 and 2026-03-30; the peer median change was +17.0% (1297 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 1,016 to 9,645Sep 16, 2025 to Mar 30, 2026
- Advisory employees · 2 to 5Sep 16, 2025 to Mar 30, 2026
- HNW clients · 64 to 729Sep 16, 2025 to Mar 30, 2026
- Individual clients · 601 to 8,914Sep 16, 2025 to Mar 30, 2026
- Pooled vehicle clients · unset to 2.0Sep 16, 2025 to Mar 30, 2026
- Assets in custody · unset to 8850000.0Sep 16, 2025 to Mar 30, 2026
- Custody of client assets · false to trueSep 16, 2025 to Mar 30, 2026
- Employees · 2 to 7Sep 16, 2025 to Mar 30, 2026
- Insurance-licensed employees · 0 to 2Sep 16, 2025 to Mar 30, 2026
- Private funds · unset to 2Sep 16, 2025 to Mar 30, 2026
- Discretionary RAUM · $291M to $2.9BSep 16, 2025 to Mar 30, 2026
- HNW RAUM · $160M to $1.2BSep 16, 2025 to Mar 30, 2026
- Individual RAUM · $131M to $1.7BSep 16, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · unset to 8850000.0Sep 16, 2025 to Mar 30, 2026
- RAUM · $291M to $2.9BSep 16, 2025 to Mar 30, 2026
- Related broker-dealer · false to trueSep 16, 2025 to Mar 30, 2026
- Accounts · 239 to 1,016Apr 2, 2024 to Mar 29, 2025
- Advisory activities · 3 to 2Apr 2, 2024 to Mar 29, 2025
- HNW clients · unset to 64.0Apr 2, 2024 to Mar 29, 2025
- Individual clients · 239 to 601Apr 2, 2024 to Mar 29, 2025
- Financial planning clients · 0 to Apr 2, 2024 to Mar 29, 2025
- Discretionary RAUM · $40.2M to $291MApr 2, 2024 to Mar 29, 2025
- HNW RAUM · unset to 159901892.0Apr 2, 2024 to Mar 29, 2025
- Individual RAUM · $40.2M to $131MApr 2, 2024 to Mar 29, 2025
- RAUM · $40.2M to $291MApr 2, 2024 to Mar 29, 2025
- Accounts · 0 to 239Aug 1, 2023 to Mar 29, 2024
- Advisory employees · 1 to 2Aug 1, 2023 to Mar 29, 2024
- Individual clients · unset to 239.0Aug 1, 2023 to Mar 29, 2024
- Employees · 1 to 2Aug 1, 2023 to Mar 29, 2024
- State-registered IARs · 1 to 2Aug 1, 2023 to Mar 29, 2024
- Discretionary RAUM · $0 to $40.2MAug 1, 2023 to Mar 29, 2024
- Individual RAUM · unset to 40218511.0Aug 1, 2023 to Mar 29, 2024
- RAUM · $0 to $40.2MAug 1, 2023 to Mar 29, 2024
Signals
2 dated events
- Farther Asset Management, Llc reported RAUM $2.9B, up 900% from $290.6M (2025-09-16 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Farther Asset Management, Llc filed its initial SEC registration (Form ADV)May 11, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Farther Asset Management, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Principal office phone
- 628-246-8004reportedpublic record, Form ADV, Aug 13, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.5Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026