FARM AND COMMUNITY ADVISORY

FARM AND COMMUNITY ADVISORY is an SEC-registered investment adviser (CRD 331936). Regulatory assets under management: $1.5M.

Registration

• CRD: 331936
• Type: Registered investment adviser
• Phone: 650-709-7067
• Latest filing: 2026-05-14
• Regulatory AUM: $1.5M
• Discretionary AUM: $973K
• Non-discretionary AUM: $515K
• Clients: 3
• Accounts: 11

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331936 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search