Collective Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in York, PA. Its latest Form ADV filing, dated March 6, 2026, reports $533M in regulatory assets under management, 3 employees, 1 office, and 478 accounts.
Assets Under Management
$533M
Employees
3
Offices
1 office
Total Clients
146
Primary office
YORK, PA
235 ST. CHARLES WAY, SUITE 200, YORK, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.8% of total clients.
Top client categories% of clientsClients
1
HNWI
54.8%
80
2
Individuals
43.2%
63
3
Corporations
1.4%
2
4
Pension Plans
0.7%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$533Mas of March 6, 2026
Discretionary98.8%
$527M
99% of total RAUM98.8%
Non-discretionary1.2%
$6M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$533M
Total Accounts478
10Y AUM Change+$533M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee49:1
10Y Employee Change0 (0.0%)
* 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.