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Farview Management, LLC

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Total assets under management

$6,239,069

Total clients

20

40% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

20

Average account size

$311,953

About

Farview Management is a small, independent registered investment adviser that provides discretionary portfolio management and model-portfolio services to individual clients, including both retail and higher‑net‑worth/qualified investors. The firm manages a modest asset base for a limited number of clients and also offers non‑discretionary advice when requested.

The firm's investment approach is bottom‑up and value oriented, centered on a concentrated, long‑term growth model that typically holds a small number of individual equities and may maintain meaningful cash positions as part of its process. It uses fundamental analysis supplemented by other techniques and may employ a range of instruments — including equities, fixed income, ETFs, options, and short positions — depending on client objectives and account permissions.

What is notable relative to peers is that the firm makes a performance‑based fee arrangement available for participation in its concentrated model, but restricts that model to qualified/accredited clients and executes policies intended to address conflicts created by side‑by‑side management. The combination of a very small, boutique practice with a concentrated strategy and selective performance fee arrangements is less common among independent advisers of this size.

Client services

Portfolio management

Expertise

Concentrated stock management Active portfolio management Options & derivatives strategies

Fee options

Percentage

0.86% annually

Performance-based

Maximum of 25% of annual returns in excess of 6% for Concentrated Long Term Growth Model Portfolio

Other

Account minimum: $1,100,000 for performance-based fee clients (Concentrated Long Term Growth Model Portfolio); otherwise no general minimum clearly stated

Main office location

Farview Management, LLC

Atlanta GA, United States

Number of offices

1

Disclosures

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

Business activities & affiliations

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