Family Cfo Inc is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 18, 2026, reports $289M in regulatory assets under management, 4 employees, 1 office, and 213 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.6% of total clients.
Top client categories% of clientsClients
1
HNWI
73.6%
39
2
Individuals
20.8%
11
3
Pension Plans
3.8%
2
4
Charitable
1.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$289Mas of February 18, 2026
Discretionary100.0%
$289M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$289M
Total Accounts213
10Y AUM Change+$179M (+162.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee13:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.