AdvisorCensus / Financial advisors / Pennsylvania / York / Collective Family Office, LLC
Collective Family Office, LLC is an SEC-registered investment advisory firm in York, PA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 8, 2026.
Quick answers
From the filingHow is Collective Family Office, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Collective Family Office, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Collective Family Office, LLC located?
Collective Family Office, LLC's principal office is in York, PA, according to its Form ADV.
Is Collective Family Office, LLC registered with the SEC or a state?
Collective Family Office, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301274.
How much does Collective Family Office, LLC manage?
Collective Family Office, LLC reports $533,364,496 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (99% discretionary).
How have Collective Family Office, LLC's assets and staff changed since 2021?
In the Form ADV data for Collective Family Office, LLC: Regulatory assets under management: $274,192,332 in the October 2021 data and $533,364,496 in the October 2026 data, up 95%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Collective Family Office, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (80); individuals (other than high net worth individuals) (63); corporations or other businesses not listed above (2).
Which custodians does Collective Family Office, LLC use?
Collective Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Collective Family Office, 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/301274
Does Collective Family Office, LLC state an account minimum?
Its Form ADV Part 2A brochure dated July 8, 2026 says: "Generally, we require a minimum of $ 1,000,000 to establish an advisory relationship. At our sole discretion, we may waive this requirement."
What changed in Collective Family Office, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $451,736,494 to $533,364,496 (+18%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Generally, we require a minimum of $ 1,000,000 to establish an advisory relationship. At our sole discretion, we may waive this requirement.
As stated in the firm's Form ADV Part 2A brochure dated July 8, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$533,364,496 as of October 2026, filing dated July 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $533,364,496 | 3 | July 8, 2026 |
| October 2025 | $451,736,494 | 4 | March 3, 2025 |
| October 2024 | $366,360,496 | 4 | April 30, 2024 |
| October 2023 | $314,407,149 | 3 | July 13, 2023 |
| October 2022 | $371,003,412 | 3 | March 1, 2022 |
| October 2021 | $274,192,332 | 3 | March 1, 2021 |
Regulatory assets under management: $274,192,332 in the October 2021 data and $533,364,496 in the October 2026 data, up 95%.
Total employees: 3 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $451,736,494 to $533,364,496 (+18%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Collective Family Office, LLC (CRD 301274): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/collective-family-office-llc-york-pa-301274