Farview Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
0.86% annually
Maximum of 25% of annual returns in excess of 6% for Concentrated Long Term Growth Model Portfolio
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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