# MARCHAND FARIES FINANCIAL MANAGEMENT, INC.

MARCHAND FARIES FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 107813
- Type: SEC-registered investment adviser
- SEC file number: 801-121512
- Phone: 904-805-0207
- Latest filing: 2026-02-26
- Regulatory AUM: $138.7M
- Discretionary AUM: $138.7M
- Clients: 4
- Accounts: 223

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Terry Faries | VICE PRESIDENT, BOARD MEMBER | — |
| Jane Elizabeth Marchand | PRESIDENT, BOARD MEMBER, CHIEF COMPLIANCE OFFICER | — |
| John Royal Faries | EXECUTIVE VICE PRESIDENT/BOARD MEMBER | — |
| Jennifer Catherine Sheffler | VICE PRESIDENT, BOARD MEMBER, DIRECTOR OF CLIENT SERVICES | — |
| FARIES STEPHEN TERRY | VICE PRESIDENT, BOARD MEMBER; VICE PRESIDENT, BOARD MEMBER/CCO; VICE PRESIDENT, BOARD MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MARCHAND JANE ELIZABETH | PRESIDENT, BOARD MEMBER; PRESIDENT, BOARD MEMBER, CHIEF COMPLIANCE OFFICER | — |
| FARIES JOHN ROYAL | EXECUTIVE VICE PRESIDENT/BOARD MEMBER | — |
| SHEFFLER JENNIFER CATHERINE | VICE PRESIDENT, BOARD MEMBER, DIRECTOR OF CLIENT SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107813/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107813/similar
- Related entities: https://search.stillhousedata.com/firm/107813/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107813

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.