Farther Asset Management, Llc
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 9,645
- Avg AUM / client
- $301K
- Accounts
- 9,645
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8,914 | $1.7B | 57.3% |
| High net worth individuals | 729 | $1.2B | 42.4% |
| Pooled investment vehicles (non-investment companies) | 2 | $8.9M | 0.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Taylor Matthews | Managing Member | Apr 2019 (7y) | Less than 5% | |
| Genser, Bradley, Philip | Chief Technology Officer | Jun 2019 (7y) | Less than 5% | |
| Christopher Cother Powers | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Farther Finanance, Inc. | Owner | Apr 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.41 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (49% of AUM) Mar 2026
- National Financial Services (Fidelity) $1.4B (47% of AUM) Mar 2026
- Pershing $11.6M (4% of AUM) Sep 2025
- Apex Clearing $5.8M (2% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗