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Farr, Miller & Washington, LLC
1020 19th Street, NW, Suite 200 Washington, DC 20036	(202) 360-4893 Visit Website

“Sound Investing”

Advisor Profile

Name:	Michael Farr
Phone Number:	(202) 360-4893
Website:	Visit Website

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Business Description

Founded in 1996 by investment managers with decades of respected experience in the field, Farr, Miller & Washington combines analytical and management excellence with accessibility and close client contact. The four corners of our investment philosophy are quality, growth, fundamental analysis, and long-term focus. Our goal is to provide conservative long-term portfolio management to individuals and institutions in the Washington, D.C. area and across the nation. Michael K. Farr is President and majority owner of Farr, Miller & Washington, LLC. He is the author of “A Million Is Not Enough”, and can be seen regularly on CNN, CNBC, Bloomberg, Reuters, and the Nightly Business Report

General Information

Gender:

Male

CRD#:

1763405

Firm CRD#:

107553

SEC File#:

801-52081

Name of Custodial Firm:

Prefer Fidelity Investments

States Licensed in:

DC, VA, TX

States Willing to do Business in:

All States

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Prior to starting FM&W, Mr. Farr worked for Wheat
First Securities, and spent six years with Alex.
Brown & Sons, where he was a Principal..

I work with the following types of clients:

Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations

Education

Academic Background

Graduate of the University of the South in Sewanee,
Tennessee.

Services

Investment Types:

Exchange Traded Funds (ETFs), Stocks, Bonds, Socially Responsible Investments (SRI)

Qualifications & Memberships

Securities Licenses:

Series 65

Financial Organization Memberships:

Economic Club Of Washington

Non-Financial Organization Memberships:

Chairman of Sibley Memorial Hospital Foundation.
Board of Trustees at Sibley Memorial Hospital. Young
President's Organization.

Firm Information

Number of Advisors in Office:

10 - 99 employees

I work with clients as part of a team:

Yes

Firm's Number of Clients:

350+

Firm's Number of Managed Clients:

350+

Assets Managed by Firm:

$500,000,000+

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Based on Assets

Additional Details on Charges:

Client shall pay Adviser an annual fee for
services which shall be billed quarterly and
payable in advance. Each quarterly billing shall
be twenty-five (25%) of the appropriate annual fee
applied to the market value of the Account,
including cash and equivalents, as of the close of
business on the last day of the preceding quarter.
Adviser's standard fee schedule is as follows:

Assets Under Management
Annual Fee
0 - $2,000,000 ------------1.00%

$2,000,000 - $4,000,000----0.80%

> $4,000,000---------------0.60%

Minimum Fee Charged for Managed Accounts:

$5,000

Prepared By:

Michael Farr