# Farrell Financial

Farrell Financial is a RIA based in Thousand Oaks, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Thousand Oaks, United States
- **Region:** North America
- **Address:** Palm Beach, FL, United States
- **Founded:** 1986
- **Assets under management:** $250M - $500M (Altss estimate)
- **Website:** farrellfinancial.com

## Regulatory record

- **CRD number:** 134388
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134388

## About

FARRELL FINANCIAL, INC. is a state-registered investment adviser in THOUSAND OAKS, CA. The firm manages $74 million in assets, $65 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Industrial Tech

## People

- Thomas J. Farrell Jr. — President

## Questions

### How does Farrell Financial source its real estate deals?

The firm's four-decade presence in Palm Beach County points to a relationship-based origination model typical of long-tenured single-family offices. Florida property records show a pattern of direct acquisitions rather than broker-intermediated or auction-competitive purchases, though the firm does not publicly describe its sourcing process.

### What asset classes does Farrell Financial engage with?

Florida transaction records and the firm's known posture reflect direct real estate holdings, private credit placements, and occasional equity co-investments in operating companies. The firm does not participate in public-market strategies, hedge fund allocations, or venture capital as part of its known platform.

### Where does Farrell Financial's wealth originate?

The original source of the Farrell family fortune has not been publicly disclosed. The firm's longevity — dating to 1986 — and its focus on South Florida real estate suggest a history intertwined with regional property development or related operating businesses, but no verifiable origin statement exists in the public record.

## Related profiles

- [Guardian Plus](https://altss.com/profile/guardian-plus-inc)
- [A.I.M. Financial Group](https://altss.com/profile/aim-financial-group-inc)

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Last updated: 2026-07-06T01:24:16.359Z

Canonical page: https://altss.com/profile/farrell-financial-inc

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