Wealth manager, wrap-program sponsor · SAN Francisco, CA
Farther Asset Management, LLC
SEC-registered investment adviser · CRD 325807 · SEC 801-128146
At a glance
Farther Asset Management, LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $2.9 billion in regulatory assets under management as of its Form ADV filed August 13, 2026. Its largest client group by assets is individuals, and it reports 9,643 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 541st of 8,915 wealth managers and 2,883rd of 17,210 SEC-registered advisers by assets.
Main office 628-246-8004As filed on Form ADV
- Regulatory AUM
- $2.9B
- Rank among wealth managers
- #541 of 8,915
- Rank among all SEC RIAs
- #2,883 of 17,210
- Rank in California
- #324 of 1,873
- Individual clients
- 9,643
- High-net-worth clients
- 729
- Accounts
- 9,645
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Joseph T. MatthewsManaging Member
- Christopher C. PowersChief Compliance Officer
- Bradley P. GenserChief Technology Officer
- Kousha n. Bautista-SaeyanHead of Corporate and Business Development
- Nicholas W PanitsasChief Investment Officer
- Kevin HoeglerDirector, FAM Growth & Advisor Success
- Thor C. GouldManaging Director, RIA
- Alexander A. ForostenkoDirector of Compliance
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Farther Securities, LLC.
- Farther Securities, LLC ↗CRD 338897
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 8,914 | $1.7B | 57% |
| High-net-worth individuals | 729 | $1.2B | 42% |
| Pooled investment vehicles | 2 | $9M | <1% |
Private funds
Farther Asset Management, LLC reports 2 private funds with $9M in gross assets: venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Farther Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗Farther Asset Management, LLC news and profile →
AtlasMembers
The full record on Farther Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 1,398 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Farther Asset Management, LLC manage?
Farther Asset Management, LLC reports $2.9 billion in regulatory assets under management across 9,645 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 13, 2026.
What kind of firm is Farther Asset Management, LLC?
Farther Asset Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Farther Asset Management, LLC’s clients?
By assets, its largest client types are individuals ($1.7 billion, 8,914 clients); high-net-worth individuals ($1.2 billion, 729 clients); pooled investment vehicles ($9 million, 2 clients).
Does Farther Asset Management, LLC manage private funds?
Yes. It reports 2 private funds with $9 million in gross assets, including venture capital funds.
Does Farther Asset Management, LLC have any disciplinary history?
Farther Asset Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Farther Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →