FARNAM FINANCIAL, LLC

FARNAM FINANCIAL, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 306180). Regulatory assets under management: $161.4M.

Registration

• CRD: 306180
• SEC file number: 801-132622
• Type: Registered investment adviser
• Location: 2415 E CAMELBACK RD, STE 700, PHOENIX, AZ, 85016
• Phone: (602) 603-4000
• Latest filing: 2026-04-16
• Regulatory AUM: $161.4M
• Discretionary AUM: $161.4M
• Clients: 3
• Accounts: 240

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306180 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search