This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$257MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$257M

Private client RAUM

$254MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$129Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

939

Individual clients

200

High net worth clients

84

SEC number

801-117438

CRD

147981

Filings on the tape

12

First filed

Sep 5, 2019

Latest filed

Mar 17, 2026

Organised

Limited Liability Company, FL

• Occurred

  Sep 5, 2019
  First Form ADV filing

  Center For Asset Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:54c0e4ab-8ff7-5f1b-2ade-8f78836f0306

First observed

Sep 5, 2019

Last observed

Mar 17, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.