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CENTRAL FAMILY ADVISORS, LLC

CRD 283995File 801-107940
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Sep 30, 2026
Regulatory AUM
$608.3M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $608.3M
Clients
20
20 accounts
Employees
4
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jun 10, 2016
Principal office
370 LEXINGTON AVENUE, SUITE 701, NEW YORK, NY, 10017
Phone
917-993-7115

Assets & accounts

ADV Item 5F
Total regulatory AUM
$608.3M
Discretionary AUM
$0
Non-discretionary AUM
$608.3M
Discretionary accounts
0
Non-discretionary accounts
20
Total accounts
20
AUM per client
$30.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals20$608.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Selection of other advisers
  • 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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients1920increased by1
Apr 1, 2026AUM$549,810,349$608,325,779increased by$58,515,430
Apr 1, 2026Accounts1920increased by1
May 1, 2025
vs Oct 1, 2022
Employees34increased by1
May 1, 2025
vs Oct 1, 2022
Clients1319increased by6
May 1, 2025
vs Oct 1, 2022
AUM$302,732,114$549,810,349increased by$247,078,235
May 1, 2025
vs Oct 1, 2022
Accounts1319increased by6
Apr 1, 2022Employees43decreased by1
Apr 1, 2022AUM$286,360,464$302,732,114increased by$16,371,650
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CENTRAL FAMILY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTRAL FAMILY” 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.