Farnam Financial, LLC
● SEC registered since 2025CRD 306180SEC# 801-132622Phoenix, AZ
Reg. AUM
$161.4M
Employees
3
Accounts
240
Location
Phoenix, AZ
Farnam Financial, LLC assets under management
Farnam Financial, LLC is an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2025. It reports $161.4 million in regulatory assets under management and employs 3 people.
Farnam Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan David Bird Control | Member, Cco | Over 75% | 2019 |
Frequently asked questions
How much does Farnam Financial, LLC manage?
Farnam Financial, LLC reports $161.4 million in regulatory assets under management on its Form ADV.
How many employees does Farnam Financial, LLC have?
Farnam Financial, LLC reports 3 employees.
Where is Farnam Financial, LLC located?
Farnam Financial, LLC is based in Phoenix, AZ and has been SEC-registered since 2025.
Does Farnam Financial, LLC disclose fund performance?
Farnam Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2415 E Camelback Rd, Ste 700, Phoenix, AZ 85016 |
| Phone | (602) 603-4000 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$161.4M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$161.4Mregulatory AUM
Discretionary $161.4M