# Charitable Foundation Services LLC

> Charitable Foundation Services LLC is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 140125
- Filed as: CHARITABLE FOUNDATION SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140125
- AdvisorCensus page: https://advisorcensus.com/firm/charitable-foundation-services-llc-140125

## Quick answers

**How is Charitable Foundation Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Charitable Foundation Services LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Charitable Foundation Services LLC registered with the SEC or a state?**
Charitable Foundation Services LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 140125.

**How much does Charitable Foundation Services LLC manage?**
Charitable Foundation Services LLC reports $2,468,631 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**Does Charitable Foundation Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140125

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,468,631
- Discretionary: $2,468,631
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Charitable organizations | Fewer than 5 | $2,468,631 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- foundationservices.cc
- foundationservicesllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Charitable Foundation Services LLC (CRD 140125): Form ADV filing data as of October 2026.