Central Family Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 5, 2026, reports $608M in regulatory assets under management, 4 employees, and 20 accounts.
Assets Under Management
$608M
Employees
4
Offices
--
Total Clients
20
Primary office
NEW YORK, NY
370 LEXINGTON AVENUE, SUITE 701, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$608Mas of March 5, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$608M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$608M
Total Accounts20
10Y AUM Change+$323M (+113.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee5:1
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.