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Joseph Ryerson Coulson

Farther

San Francisco, CA

Charlottesville, VA

CRD 2584957

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-09
  • VA RA
    APPROVED
    Since 2025-10-09

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

505 Faulconer Drive Suite 2C, Charlottesville, VA 22903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grand Strategy Capital, Llc Charlottesville VA 08/2016 10/2025
Farther Charlottesville VA 10/2025 Present
  • 08/2016 → 10/2025
    Grand Strategy Capital, Llc
    Charlottesville, VA
  • 10/2025 → Present
    Farther
    Charlottesville, VA
Previous Registrations
  • 2016-08-18 → 2025-10-09
    Grand Strategy Capital, Llc
    Charlottesville, VA
  • 2009-10-05 → 2016-08-18
    Ameriprise Financial Services, Llc
    Richmond, VA
    Richmond, VA
  • 2009-05-27 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Richmond, VA
  • 2001-04-20 → 2009-05-27
    Citigroup Global Markets Inc.
    Charlottesville, VA
    Charlottesville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-05
S63 Uniform Securities Agent State Law Examination 1995-04-07
  • S65 Uniform Investment Adviser Law Examination
    2001-04-05
  • S63 Uniform Securities Agent State Law Examination
    1995-04-07

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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