Family Cfo, LLC

Overview

Family Cfo, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses. The firm is SEC-registered (since 2021) and operated under an individual ownership structure. Its business model is fee-based on a percentage of assets under management and the firm runs primarily discretionary mandates. Investment activity is concentrated in publicly traded equities, with a clear preference for exchange-traded instruments deployed inside separately managed accounts and discretionary portfolios. Family Cfo, LLC does not identify as an active ESG investor. The firm also lists an industry affiliation with a law firm, indicating coordination with legal advisors or access to legal services alongside its planning and portfolio work.

Assets & Accounts

Investments & Alternatives

Location & Offices