Overview
Assets Under Management: $158 million
High-Net-Worth Clients: 40
Average Client Assets: $4 million
Frequently Asked Questions
FAMILY CFO, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108891), FAMILY CFO, LLC is subject to fiduciary duty under federal law.
FAMILY CFO, LLC serves 40 high-net-worth clients according to their SEC filing dated December 02, 2025. View client details ↓
According to their SEC Form ADV, FAMILY CFO, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FAMILY CFO, LLC manages $158 million in client assets according to their SEC filing dated December 02, 2025.
According to their SEC Form ADV, FAMILY CFO, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.81
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 166
Discretionary Accounts: 148
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 108891
Filing ID: 2031453
Last Filing Date: 2025-12-02 14:00:12
Website: 0