Family Cfo, LLC
Family Cfo, LLC is an SEC-registered ria with $169.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Family Cfo, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108891, SEC 801-121138, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $169.7M (2026-03-31)
- Firm type
- Ria
- Employees
- 2
- Clients
- 46
- CRD
- 108891
- Ownership
- MURPHY, JANE, SULLIVAN; MICATI, HEATHER, LYNN
How much AUM does Family Cfo, LLC have?
Family Cfo, LLC reported $169.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Family Cfo, LLC?
Disclosed owners and executives of Family Cfo, LLC include MURPHY, JANE, SULLIVAN, MICATI, HEATHER, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.