FERRIS CAPITAL, LLC

SOUTHBOROUGH, Massachusetts·3 registered advisors·CRD# 160116

SEC# 801-766070(508) 281-5200

01

Firm Overview

AUM

$756M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at FERRIS CAPITAL, LLC

3 registered advisors

Cornelius Anthony Ferris

MASHPEE, Massachusetts

David Matthew Ferris

SOUTHBOROUGH, Massachusetts

Matthew James Russell

SOUTHBOROUGH, Massachusetts

05

Office Locations

SOUTHBOROUGH, Massachusetts

MASHPEE, Massachusetts

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Data sourced from SEC Form ADV filings. FERRIS CAPITAL, LLC (CRD# 160116) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.