# Boston Family Advisors LLC

> Boston Family Advisors LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 299060
- Filed as: BOSTON FAMILY ADVISORS LLC
- Also doing business as: BFA FAMILY OFFICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299060
- AdvisorCensus page: https://advisorcensus.com/firm/boston-family-advisors-llc-boston-ma-299060

## Quick answers

**How is Boston Family Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Boston Family Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**How much does Boston Family Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Flat fee: $500,000 a year (Family Office Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Boston Family Advisors LLC located?**
Boston Family Advisors LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Boston Family Advisors LLC registered with the SEC or a state?**
Boston Family Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 299060.

**How much does Boston Family Advisors LLC manage?**
Boston Family Advisors LLC reports $329,727,932 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (80% discretionary).

**How have Boston Family Advisors LLC's assets and staff changed since 2023?**
In the Form ADV data for Boston Family Advisors LLC: Regulatory assets under management: $152,840,698 in the October 2023 data and $329,727,932 in the October 2026 data, up 116%. Total employees: 7 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Boston Family Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (38); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Boston Family Advisors LLC use?**
Boston Family Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Boston Family Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299060

**What changed in Boston Family Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $284,939,309 to $329,727,932 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Flat fee: $500,000 a year (Family Office Services)

> Fees for Family Office Services are billed at an annual fixed fee of up to $500,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $329,727,932
- Discretionary: $263,636,366
- Non-discretionary: $66,091,566

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 38 | $321,765,158 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $7,962,774 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bfafamilyoffices.com](https://bfafamilyoffices.com)
- [bostonfamilyadvisors.com](https://bostonfamilyadvisors.com)
- LinkedIn @boston-family-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $152,840,698 | 7 | August 10, 2023 |
| October 2024 | $169,247,322 | 8 | March 13, 2024 |
| October 2025 | $284,939,309 | 11 | April 24, 2025 |
| October 2026 | $329,727,932 | 10 | March 19, 2026 |

Regulatory assets under management: $152,840,698 in the October 2023 data and $329,727,932 in the October 2026 data, up 116%.
Total employees: 7 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $284,939,309 to $329,727,932 (+16%).
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boston Family Advisors LLC (CRD 299060): Form ADV filing data as of October 2026.