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Farnsley Advisors

Updated today

Client assets under management

$87,568,305

Clients

213

16% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

71

High

Average account size

$411,119

About

Farnsley Advisors provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and pension or profit‑sharing plans, with an account minimum generally set at $50,000. The firm produces individualized Investment Policy Statements and offers discretionary portfolio management as well as one‑time financial planning engagements.

The firm uses a blend of analytical methods — including fundamental, quantitative, technical, cyclical and charting analysis — and pursues a range of strategies such as long‑ and short‑term trading, options and margin transactions, equities, fixed income, ETFs (including precious‑metal ETFs) and annuities. Risk tolerances and time horizons are documented in client IPSs, accounts are reviewed at least quarterly, and the firm typically requests discretionary trading authority for implementation.

Notably, some of the firm’s principals are licensed insurance agents and may offer commissionable insurance and annuity products to clients, a relationship the brochure discloses as a potential conflict of interest and for which clients are not required to purchase through the firm. The firm also manages all client assets in‑house rather than selecting outside advisers, and it may require clients to use specified custodians while accepting certain research or “soft dollar” benefits from broker‑dealers.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Annuities

Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.375% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: Negotiable

Project-based

$150 to $250 per hour

Other

Account minimum: $50,000

Main office location

Farnsley Advisors

4360 Brownsboro Rd, Suite 104

Louisville KY 40207, United States

Number of offices

1

Most active in

Indiana · Kentucky · Louisiana · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Options & derivatives strategies Active portfolio management Annuities
user avatar

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.

Options & derivatives strategies Active portfolio management Annuities
user avatar

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.

Options & derivatives strategies Active portfolio management Annuities
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