Farmhouse Investment Management LLC (Larkspur)

Farmhouse Investment Management LLC is a large advisory firm based in Larkspur. It manages $1.66 billion of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California and Nevada.

Farmhouse Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Farmhouse Investment Management: assets under management

The assets under management (AUM) of Farmhouse Investment Management LLC is $1.66 billion. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $474 million in discretionary accounts and $1.19 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.46 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $18.84 million.

Investments

The firm invests in exchange traded securities the most. They account for 88% of the total AUM. The second-largest asset type is state and local bonds, which make up 7% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Farmhouse Investment Management LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Farmhouse Investment Management serves?

The firm provides services to charitable organizations and high net worth individuals. The largest group of clients of Farmhouse Investment Management is high net worth individuals with 42 clients and $1.64 billion of assets under management. Among the 8 most similar advisory firms, Farmhouse Investment Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.66 billion for 43 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Farmhouse Investment Management doesn't advise any private funds.

Careers at Farmhouse Investment Management LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Dresser Gamble	President, chief compliance officer and managing member	1 Feb 2015	75% - 100%	5417671
Mark D Gamble	President, chief compliance officer and managing member	1 Feb 2015	75% - 100%	5417671

Based in Larkspur

The principal office where Farmhouse Investment Management LLC performs its advisory services is located at 700 Larkspur Landing Cir, Larkspur, CA 94939, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-870-9748 or by fax 415-578-2385. The normal business hours are 9am- 5pm on Monday - Friday.