# Family CFO, LLC

> Family CFO, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 108891
- Filed as: FAMILY CFO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108891
- AdvisorCensus page: https://advisorcensus.com/firm/family-cfo-llc-new-york-ny-108891

## Quick answers

**How is Family CFO, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Family CFO, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Family CFO, LLC located?**
Family CFO, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Family CFO, LLC registered with the SEC or a state?**
Family CFO, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 108891.

**How much does Family CFO, LLC manage?**
Family CFO, LLC reports $169,653,322 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have Family CFO, LLC's assets and staff changed since 2021?**
In the Form ADV data for Family CFO, LLC: Regulatory assets under management: $178,118,340 in the October 2021 data and $169,653,322 in the October 2026 data, down 5%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family CFO, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (5); charitable organizations (1).

**Does Family CFO, 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/108891

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $169,653,322
- Discretionary: $167,870,925
- Non-discretionary: $1,782,397

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,074,324 |
| High net worth individuals | 40 | $167,529,040 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $1,049,958 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 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.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $178,118,340 | 2 | May 25, 2021 |
| October 2022 | $198,608,977 | 2 | March 28, 2022 |
| October 2023 | $94,910,662 | 2 | March 29, 2023 |
| October 2024 | $144,500,135 | 2 | March 21, 2024 |
| October 2025 | $158,155,789 | 2 | March 28, 2025 |
| October 2026 | $169,653,322 | 2 | March 31, 2026 |

Regulatory assets under management: $178,118,340 in the October 2021 data and $169,653,322 in the October 2026 data, down 5%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family CFO, LLC (CRD 108891): Form ADV filing data as of October 2026.