Adam Mitchell Headley
Investment adviser representative at Farther
11 yearsExperience
2 statesRegistered in
$16BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- FartherOct 2025 to now
- Mckinley Carter Wealth ServicesAug 2023 to Nov 2025
- Mckinley Carter Wealth ServicesJan 2021 to Jul 2023
- UnemployedJun 2020 to Dec 2020
- PrimericaJun 2018 to Sep 2019
- Ohio High School Athletic AssociationJan 2017 to Sep 2019
- Miami UniversitySep 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7742345
- Firm CRD
- 302050