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CENTER FOR ASSET MANAGEMENT, LLC
CRD 147981File 801-117438
APPROVED
Retail clients
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$257.1M
Below cohort median (national)
Discretionary AUM
$257.1M
Clients
284
939 accounts
Employees
6
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 3, 2019
- Principal office
- 3399 PGA BOULEVARD, STE 320, PALM BEACH GARDENS, FL, 33410
- Phone
- 561-625-0900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $257.1M
- Discretionary AUM
- $257.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 939
- Non-discretionary accounts
- 0
- Total accounts
- 939
- AUM per client
- $905K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 84 | $199.0M |
| Pension and profit sharing plans | Fewer than 5 | $2.9M |
| Individuals (other than high net worth individuals) | 200 | $55.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11- Q11
- Q11D2
- Q11D4
- Q11D5
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.