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Farland Capital Inc (Berryville)


Farland Capital Inc is an adviser based in Berryville. It manages $77.87 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.




Farland Capital provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Farland Capital: assets under management

The assets under management (AUM) of Farland Capital Inc is $77.87 million. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.29 million in discretionary accounts and $11.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.32 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Farland Capital Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Berryville

The principal office where Farland Capital Inc performs its advisory services is located at Morgan Spring 655 Wickliffe Road, Berryville, VA 22611 The mailing address of the firm is P. O. Box 619, Winchester, VA 22604. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-955-1532 or by fax 540-955-1579. The normal business hours are 9am - 5pm on Monday - Friday.


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