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FAMILY CFO, LLC
CRD 108891File 801-121138
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.7M
Bottom 25% of cohort (national)
Discretionary AUM
$167.9M
Non-discretionary $1.8M
Clients
46
164 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 28, 2021
- Principal office
- Not reported
- Phone
- 917-747-2801
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.7M
- Discretionary AUM
- $167.9M
- Non-discretionary AUM
- $1.8M
- Discretionary accounts
- 146
- Non-discretionary accounts
- 18
- Total accounts
- 164
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | 40 | $167.5M |
| Individuals (other than high net worth individuals) | 5 | $1.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.