Farnam Financial LLC
Farnam Financial LLC is a SEC-registered investment advisory firm headquartered in Phoenix, Arizona. Founded in 2019 by principal owner Jonathan Bird, the firm provides comprehensive financial advisory services including investment management, retirement planning, tax planning, and income planning. Serving primarily high net worth individuals as well as other individual investors, the firm has a boutique staff of 4 professionals focused on tailored client solutions.
Investment Strategy
Farnam Financial LLC employs a disciplined, diversified investment strategy focused primarily on public equities and ETFs. The firm constructs portfolios based on modern portfolio theory principles, emphasizing strategic asset allocation, risk management, and client-specific objectives. Their holdings include a mix of large index ETFs (e.g., SCHX, VTI, SCHB, VEA) as well as selected individual equities, with continual monitoring and periodic rebalancing to align with long-term client goals. The firm primarily advises high net worth individual clients and integrates financial planning with investment management.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 12.59% | $14.0M | 573,102 | $22.61 | $24.44 | +$500.3K |
S SGOV | ISHARES TR | 12.59% | $14.0M | 139,023 | $100.68 | $100.69 | -$373.7K |
V VTI | VANGUARD INDEX FDS | 11.20% | $12.5M | 41,002 | $283.08 | $303.93 | -$658.0K |
S SCHB | SCHWAB STRATEGIC TR | 4.37% | $4.9M | 204,160 | $22.17 | $23.83 | +$141.8K |
V VEA | VANGUARD TAX-MANAGED FDS | 4.21% | $4.7M | 82,175 | $52.59 | $57.01 | +$2.4M |