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FARRIS CAPITAL MANAGEMENT INC.
CRD 169051 · SEC 801-123391
4425 PLANO PKWY, STE. 1701, CARROLLTON, TX, 75010, United States
Phone
214-525-2141
Fax
214-525-2145
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.5M
Discretionary AUM
$176.1M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 346 | $63.1M |
| High net worth individuals | 49 | $114.4M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD