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

$289MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$289M

Private client RAUM

$286MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$289Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

213

Individual clients

11

High net worth clients

39

Custody, client assets

$49.7M

SEC number

801-112616

CRD

127335

Filings on the tape

19

First filed

Feb 12, 2018

Latest filed

Feb 18, 2026

Organised

Corporation, CA

Website

familycfoinc.com

• Occurred

  Feb 12, 2018
  First Form ADV filing

  Family Cfo Inc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:68bcdd8c-1d3c-b81b-a154-fb6cbeb6dc90

First observed

Feb 12, 2018

Last observed

Feb 18, 2026 7 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.