Farm Girl Capital

What Farm Girl Capital does

Farm Girl Capital, LLC is a privately held Registered Investment Advisor (RIA) registered in California and operated by sole principal Sarah Green, CFP®, from an office in Albany, CA. The firm delivers personalized investment advisory services to individuals, families, and small businesses, organized around two product offerings: Balanced Portfolios, which combine growth assets (stocks, real estate) with resilience assets (green bonds, community development loans) tailored to each client's risk profile, and Engaged Portfolios, which layer shareholder advocacy, community development fixed-income, and patient-capital exposure in regenerative agriculture, renewable energy, and affordable housing onto the same underlying framework.

The firm's investment philosophy is explicitly values-aligned, emphasizing restorative and regenerative outcomes alongside financial returns. Services are delivered through a structured advisory process — gather and set expectations, plan, invest, and maintain — and include retirement planning, diversified portfolio construction, account consolidation, and collaborative financial planning. Farm Girl Capital connects clients with shareholder advocacy non-profits and third-party proxy-voting managers rather than retaining direct proxy authority.

The business model is fee-based advisory with a stated annual minimum fee of $2,500 per client, implying either an AUM-based or flat-retainer structure. The firm operates with 1-10 employees, has no disclosed revenue or AUM figures, has raised no external funding, and does not maintain a proprietary technology platform, mobile application, or public API. Marketing and client acquisition are conducted through the company website, direct email outreach to the principal, and social media presence.

Name

Farm Girl Capital

Legal name

Farm Girl Capital, LLC

Website

https://farmgirlcapital.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Farm Girl Capital is a California-registered Registered Investment Advisor offering values-aligned investment advisory and wealth management services to individuals, families, and small businesses through Balanced and Engaged portfolio products.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAB

Investment Management Advisory (RIA)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEABAA

Registered Investment Advisor (RIA) Wealth Management

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Investment advisory services
• Wealth management
• Impact investing
• Registered investment advisor
• Portfolio management

Headquarters

HQ city

Albany

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Fees: Farm Girl Capital operates as a fee-based Registered Investment Advisor, charging an annual minimum fee of $2,500 for investment advisory services. The firm provides individualized investment management, planning services, and portfolio construction tailored to client needs, including sustainable and impact-focused investment strategies.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Farm Girl Capital operates as a Registered Investment Advisor (RIA) providing individualized investment advisory and wealth management services through two portfolio offerings: Balanced Portfolios (mixing growth and resilience assets such as stocks and green bonds) and Engaged Portfolios (incorporating shareholder advocacy, community development investments, and patient capital in regenerative agriculture, renewable energy, and affordable housing). The firm charges an annual minimum fee of $2,500 and delivers advisory services nationally from its California office.

Product overview

Farm Girl Capital operates as a unified investment advisory platform offering two interconnected portfolio services: Balanced Portfolios for personalized risk management combining growth and resilience assets, and Engaged Portfolios for impact-driven investing with shareholder advocacy and community development components. Both services integrate planning, diversified investments, and patient capital options within a restorative economy framework.

Differentiator

Problem solved

Functional benefit

Products and services

• Balanced Portfolios Investment portfolio management service that balances growth assets (stocks, real estate) with resilience assets (green bonds, community development loans) based on individual risk profiles and long-term financial goals. Designed for clients seeking long-term investments and greater peace of mind through a personalized risk/mix approach.
• Engaged Portfolios

Quantifiable outcome

• Minimum 20% allocation to stable investments recommended even for growth-oriented clients for diversification and steady portfolio journey

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Shareholder Advocacy Non-Profits and ConsultantsminorOthersFarm Girl Capital connects clients with shareholder advocacy non-profits, consultants, and third-party managers who facilitate full-service proxy voting. These partnerships enable clients to participate in shareholder advocacy without Farm Girl Capital retaining authority to vote proxies directly.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Calvert Impact Capital: Established nonprofit impact investing organization offering community investment notes and impact-portfolio services to individuals and institutions. Comparable to Farm Girl Capital's community development fixed income and patient capital offerings, though operating at meaningfully larger scale.
• UBS Wealth Management (Sustainable Investing): Global wealth manager with a published Sustainable Investing strategy, offering thematic and exclusion-based portfolios alongside traditional advisory services. Comparable on the values-aligned advisory category but operating at significantly greater scale and geographic reach than Farm Girl Capital.
• Morgan Stanley Wealth Management (Sustainable Investing): Large wirehouse wealth platform with a dedicated Sustainable Investing offering combining ESG-screened portfolios and impact solutions for high-net-worth clients. Relevant incumbent benchmark for Farm Girl Capital's values-aligned advisory positioning against a much broader portfolio menu.

Direct peers

• RSF Social Finance: Nonprofit financial services organization providing impact investing, lending, and donor-advised fund vehicles to mission-aligned individuals and organizations. Comparable to Farm Girl Capital in combining retail advisory relationships with regenerative/regenerative-economy investment themes.
• Trillium Asset Management: Boston-based independent investment manager exclusively focused on ESG and impact mandates for institutions and individuals. Directly comparable to Farm Girl Capital as a values-driven RIA offering integrated portfolio management and shareholder advocacy/advisory services.
• Natural Investments: Long-standing values-based, independent registered investment adviser serving individuals and institutions with ESG-screened and impact portfolio solutions. Directly comparable to Farm Girl Capital's independent RIA model with a values-aligned, fee-based advisory practice.
• Green Alpha Advisors: Registered investment adviser building portfolios around sustainability and the next-generation economy. Comparable to Farm Girl Capital in its small-team, conviction-driven, sustainability-themed portfolio construction for individual and family clients.
• Imprint Capital: Impact-investing advisory firm that builds customized values-aligned portfolios and engages in community investing for foundations, families, and individuals. Highly comparable to Farm Girl Capital's Engaged Portfolios offering with shareholder advocacy and community development fixed income.

Emerging players

• Ethic: Technology-enabled investment platform providing personalized values-aligned portfolio management to advisors and their clients. Comparable to Farm Girl Capital's ESG advisory offering, but delivered via a tech/SaaS stack rather than a sole-practitioner RIA model.
• Aspiration: Sustainability-focused financial services platform offering retail checking, credit, and managed investing products marketed around climate and values alignment. Comparable to Farm Girl Capital on the values-aligned wealth management side, but competing via a consumer fintech distribution model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/farm-girl-capital

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Farm Girl Capital