MANHATTAN BEACH, CACRD 316723Latest ADV March 30, 2026
Family Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manhattan Beach, CA. Its latest Form ADV filing, dated March 30, 2026, reports $280M in regulatory assets under management, 4 employees, 1 office, and 464 accounts.
Assets Under Management
$280M
Employees
4
Offices
1 office
Total Clients
108
Primary office
MANHATTAN BEACH, CA
1601 N. SEPULVEDA BLVD, 722, MANHATTAN BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.1% of total clients.
Top client categories% of clientsClients
1
HNWI
48.1%
52
2
Individuals
33.3%
36
3
Pension Plans
13.0%
14
4
Corporations
5.6%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$280Mas of March 30, 2026
Discretionary100.0%
$280M
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.
Total AUM$280M
Total Accounts464
10Y AUM Change+$280M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee27:1
10Y Employee Change+2 (+100.0%)
* 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.