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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 Oct 1, 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
- Website
- http://www.cf-am.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $229,082,643 | $257,140,940 | increased by$28,058,297 |
| Apr 1, 2026 | Accounts | 1,315 | 939 | decreased by376 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 245 | 284 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $189,321,538 | $229,082,643 | increased by$39,761,105 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 788 | 1,315 | increased by527 |
| Apr 1, 2022 | Clients | 254 | 245 | decreased by9 |
| Apr 1, 2022 | AUM | $151,715,906 | $189,321,538 | increased by$37,605,632 |
| Apr 1, 2022 | Accounts | 727 | 788 | increased by61 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CENTER FOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTER FOR” may also match similarly-named firms). Confirm identity against each filing.
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.