# Katz Family Financial Advisors, LLC

> Katz Family Financial Advisors, LLC is a state-registered investment advisory firm in Alexandria, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 133600
- Filed as: KATZ FAMILY FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133600
- AdvisorCensus page: https://advisorcensus.com/firm/katz-family-financial-advisors-llc-alexandria-va-133600

## Quick answers

**How is Katz Family Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Katz Family Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Katz Family Financial Advisors, LLC located?**
Katz Family Financial Advisors, LLC's principal office is in Alexandria, VA, according to its Form ADV.

**Is Katz Family Financial Advisors, LLC registered with the SEC or a state?**
Katz Family Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 133600.

**How much does Katz Family Financial Advisors, LLC manage?**
Katz Family Financial Advisors, LLC reports $110,923,363 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (73% discretionary).

**How have Katz Family Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Katz Family Financial Advisors, LLC: Regulatory assets under management: $84,954,957 in the October 2021 data and $110,923,363 in the October 2026 data, up 31%. Total employees: 3 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 Katz Family Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (36).

**Does Katz Family Financial 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133600

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $110,923,363
- Discretionary: $81,479,425
- Non-discretionary: $29,443,938

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $22,049,477 |
| High net worth individuals | 36 | $88,873,886 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DE, LA, MD, NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [katzfamilyfinancial.com](https://katzfamilyfinancial.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $84,954,957 | 3 | June 30, 2021 |
| October 2022 | $96,011,000 | 3 | March 23, 2022 |
| October 2026 | $110,923,363 | 2 | March 26, 2026 |

Regulatory assets under management: $84,954,957 in the October 2021 data and $110,923,363 in the October 2026 data, up 31%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Katz Family Financial Advisors, LLC (CRD 133600): Form ADV filing data as of October 2026.