Advisors at this firm
Charles F
CFP®, Series 63, Series 66
Louisville, KY
Farnsley Advisors
Charles Farnsley is a CFP® professional with 21 years of experience in financial advising. He is the founder of Farnsley Advisors in Louisville, KY, and has previously worked at Levinson and Associates, Southeast Investments, N.C. Inc., and L.M. Kohn & Company. Outside of advising, he is involved with Anubu, LLC, a real estate business. Farnsley Advisors provides portfolio management and financial planning primarily to individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm employs multiple methods of analysis and offers ongoing discretionary asset management tailored to documented client objectives and risk tolerances.
David P
Series 66
Louisville, KY
Farnsley Advisors
David Padgett is a financial advisor at Farnsley Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and its affiliated entities. Outside of advising, Padgett serves as a college basketball analyst for ESPN and is involved in local community activities, including serving on the board of St. Matthews Little League and coaching boys varsity basketball at North Oldham High School. Farnsley Advisors provides portfolio management and financial planning primarily to individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm employs a multi-method investment approach and offers ongoing, typically discretionary, asset allocation and portfolio monitoring.
James M
Series 65
Louisville, KY
Farnsley Advisors
James Metzger is a financial advisor at Farnsley Advisors in Louisville, KY, holding a Series 65 designation with eight years of industry experience. He has worked at C. Farnsley, LLC since 2017 and has been involved with Russata Stables in two separate periods totaling nearly 19 years. Prior to his current role, he spent two years at Fixe. Farnsley Advisors provides portfolio management and financial planning primarily to individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm employs a multi-method investment process and offers ongoing asset allocation, security selection, and portfolio monitoring tailored to each client’s documented objectives and risk tolerance.