Collective Family Office, LLC
Firm details
- Headquarters
- York, Pennsylvania
- CRD number
- 301274
- Registered since
- April 22, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.73%
- Individuals4.48%
- Corporations / Businesses1.8%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Collective Family Office, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration reported in 2019) and operates as a capital allocator for both individual/family and institutional clients. Its advisory model is fee-based on a percentage of assets under management and includes portfolio management for individuals, small businesses and institutions, along with pension consulting services. The firm describes itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Derivatives4%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Trevor Hoffman
Principal & Chief Operating OfficerCRD 7085552
Brian Luster
CIO, PrincipalCRD 5065637
Contacts
2 of 2David Sivel
Financial AdvisorCRD 2632323
Trevor Kasulen
Investment Adviser RepresentativeCRD 8227621
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$467M in ETFs
58%
$269M
41%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE) | Dimensional | Active | Diversified Emerging Mkts | $18.4M | 468,685 | 3.95% |
Location
York, PA
York
Location
York, PA
Headquartered in York, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- York
- Address
- 235 Saint Charles Way
- Time zone
- ET (UTC-5)
- Office locations
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