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Farther CRD 302050
$16.0B regulatory AUM 450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2025-07-11 |
Branch Locations
1040 Schlipf Road Suite 125, Katy, TX 77493 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landor & Fuest Capital Managers | New York | NY | 12/2009 | 08/2017 |
| Fuest & Klein Wealth Advisors Llc | Houston | TX | 08/2017 | 12/2025 |
| Farther | Katy | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-04 |
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