Charitable Foundation Services LLC

Overview

Charitable Foundation Services LLC is a small, single-office advisory firm organized as a limited liability company that provides discretionary portfolio management for individuals, small businesses and institutional entities. The firm’s filings show a focus on liquid equity exposure: the portfolio mix is tilted toward exchange-traded equities and ETFs rather than fixed-income ladders or cash-heavy mandates. The business reports an “other” fee arrangement and is not registered as a multistate adviser, not positioned as an ESG-focused manager, and does not list pension consulting or related-adviser activities. Advisory activity centers on direct portfolio management rather than broad wealth planning services. Given the firm name and its advisory classification, the practice appears set up to manage pooled or single institutional-type accounts (for example, foundation or similar accounts) in addition to individual mandates, although public filings do not list a diversified retail client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices