# Family CFO Inc

> Family CFO Inc is an SEC-registered investment advisory firm, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 127335
- Filed as: FAMILY CFO INC
- Also doing business as: ANNAMALAI RAJENDRAN
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127335
- AdvisorCensus page: https://advisorcensus.com/firm/family-cfo-inc-127335

## Quick answers

**How is Family CFO Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Family CFO Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Family CFO Inc registered with the SEC or a state?**
Family CFO Inc is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 127335.

**How much does Family CFO Inc manage?**
Family CFO Inc reports $289,450,939 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Family CFO Inc's assets and staff changed since 2021?**
In the Form ADV data for Family CFO Inc: Regulatory assets under management: $158,638,537 in the October 2021 data and $289,450,939 in the October 2026 data, up 82%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family CFO Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (11); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Family CFO Inc use?**
Family CFO Inc'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 Family CFO Inc 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/127335

**Does Family CFO Inc state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "We generally impose an account minimum of $2,000,000, which may be waived in our discretion."

**What changed in Family CFO Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $244,866,138 to $289,450,939 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> We generally impose an account minimum of $2,000,000, which may be waived in our discretion.

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.

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: $289,450,939
- Discretionary: $289,450,939
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,730,547 |
| High net worth individuals | 39 | $282,264,187 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,615,146 |
| Charitable organizations | 1 | $841,059 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Los Altos, CA

### Websites listed on Form ADV (Item 1.I)
- familycfoinc.com
- LinkedIn @RAJ-RAJENDRAN-85957A15

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $158,638,537 | 3 | February 26, 2021 |
| October 2022 | $190,334,545 | 4 | September 1, 2022 |
| October 2023 | $165,448,034 | 4 | September 1, 2023 |
| October 2024 | $211,708,046 | 4 | February 21, 2024 |
| October 2025 | $244,866,138 | 4 | March 3, 2025 |
| October 2026 | $289,450,939 | 4 | February 18, 2026 |

Regulatory assets under management: $158,638,537 in the October 2021 data and $289,450,939 in the October 2026 data, up 82%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $244,866,138 to $289,450,939 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family CFO Inc (CRD 127335): Form ADV filing data as of October 2026.