CRA FINANCIAL SERVICES, L.L.C.

CRD 124004File 801-62232

APPROVED

Retail clients

Custody

Filing as of May 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.69B

Top 25% of cohort (national)

Discretionary AUM

$1.52B

Non-discretionary $173.9M

Clients

1,433

4,030 accounts

Employees

Top 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Aug 18, 2003
Principal office: 332 TILTON ROAD, NORTHFIELD, NJ, 08225
Phone: 609-380-3500
Website: HTTPS://WWW.CRAFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.69B
Discretionary AUM: $1.52B
Non-discretionary AUM: $173.9M
Discretionary accounts: 3,544
Non-discretionary accounts: 486
Total accounts: 4,030
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	33	$64.7M
Charitable organizations	19	$16.6M
High net worth individuals	377	$1.13B
Pension and profit sharing plans	82	$212.5M
Individuals (other than high net worth individuals)	922	$273.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.