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C••••••••• F••••• O•••••• L••

Outsourced family office provider· York, PA

Outsourced family office provider, based in York, PA.

Composed from this office's classification, location and record.

Direct investments
Not established
Decision makers
6
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$533M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Team (9)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 90% · 110 observations · 5 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (9 days ago)9 people · 0 investments · 161 public positions · 33 events

Why this class: C••••••••• F••••• O••••• is a $533M registered adviser that sells integrated wealth services to affluent families, business owners and institutions including 401(k) plans, so it is a family office service provider rather than a multi-family office of a few families..

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 56% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
York, PA
Office address
••• Locked
Business phone
••• Locked
Website
c•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $489M. Regulatory AUM $533M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$533M as of Mar 6, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Apr 22, 2019 · 3 employeesFact
Client mix (Form ADV 5.D)
Individuals: 63 ($23.9M); Corporations: 2 ($9.6M); Pension plans: 1; High net worth individuals: 80 ($500M)Fact
Form 13F
$489M across 161 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Outsourced family office provider 90%C••••••••• F••••• O••••• is a $533M registered adviser that sells integrated wealth services to affluent families, business owners and institutions including 401(k) plans, so it is a family office service provider rather than a multi-family office of a few families.Factverifiedc•••••••••.com“••• Locked”
  • Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
  • Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
9 peopleshow
PersonTitleResponsibilityBusiness contactSource
B•••• L•••••Principal, Chief Investment OfficerChief investment officer · investment decisionsnone on record
B•••• D•••• L•••••Managing MemberLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
D•••• S•••• S••••Managing MemberLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
D•••• S••••Principal, Chief Executive OfficerLeadershipnone on record
T••••• H••••••Principal, Chief Operating OfficerLeadershipnone on record
T••••• N••••• H••••••Managing Member/chief Compliance OfficerLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
T••••• N• H••••••COO/CCOOperations and finance
phone: ••• Locked (published by the subject, Jul 2, 2026)
sec.gov Fact
T••••• N• H••••••CCO/COOOperations and finance
phone: ••• Locked (published by the subject, Jul 2, 2026)
sec.gov Fact
T••••• D• K••••••Not Just an Advisor.Othernone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Business phone: ••• Locked (published by the subject) c•••••••••.com
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
W••••••: ••• Locked (published by the subject) c•••••••••.com
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$444M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 161 for the quarter ended Jun 30, 2026; $378M shown of $489M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
J• P• M••••• E••••••• T••••• F•MUNICIPAL ETF$36.9M728,0567.5%
D••••••••• E•• T••••EMGR CRE EQT MNG$18.6M462,7483.8%
A••••••• C•••• E•• T•US LARGE CAP VLU$16.7M183,5673.4%
A••••••• C•••• E•• T•US SML CP VALU$16.1M129,2193.3%
I•••••• E••• T•• S•• I•• F•INVSCO BLSH 26$15.3M666,3093.1%
S••••• S•••••••• T•FUNDAMENTAL US S$14.9M390,7243.0%
G••••• X• F••US PFD ETF$14.5M777,2083.0%
S••••• S•••••••• T•FUNDAMENTAL INTL$14.5M274,4013.0%
V••••••• I•••• F••VALUE ETF$14.5M66,4313.0%
A••••••• C•••• E•• T•INTL SMCP VLU$13.6M131,5012.8%
S••••• S•••••••• T•FUNDAMENTAL INTL$12.3M252,3082.5%
S••••• S•••••••• T•FUNDAMENTAL US L$12.2M392,9612.5%
D••••••••• E•• T••••CORE FIXED INCOM$12.0M284,2782.5%
I•••••• T•PFD AND INCM SEC$10.6M347,0772.2%
A••••••• C•••• E•• T•AVANTIS EMGMKT$9.8M102,0432.0%
V••••••• W•••••••• F••INTL DVD ETF$9.7M103,7502.0%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$9.3M12,4321.9%
D••••••••• E•• T••••INTL SMALL CAP V$8.9M221,0001.8%
D••••••••• E•• T••••INTL SMALL CAP E$8.7M248,9191.8%
V••••••• I•••• F••S&P 500 ETF SHS$8.7M12,6131.8%
V••••••• I•••• F••SM CP VAL ETF$8.6M35,3951.8%
I•••••• E••• T•• S•• I•• F•BULETSHS 2027$8.2M366,1841.7%
D••••••••• E•• T••••US SMALL CAP VAL$7.9M204,7381.6%
D••••••••• E•• T••••US SMALL CAP ETF$7.1M85,6281.4%
A••••••• C•••• E•• T•REAL ESTATE ETF$6.0M126,3641.2%
D••••••••• E•• T••••NATL MUN BD ETF$5.9M121,9031.2%
P••• E•• T•P••• ULTRA SH BD$5.9M118,4811.2%
V••••••• I•••• F••MCAP VL IDXVIP$5.7M28,6721.2%
A••••••• C•••• E•• T•INTERNATIONAL LR$5.4M69,5531.1%
S••• S••••• T••••STATE STREET SPD$5.2M112,5601.1%
D••••••••• E•• T••••US LARGE CAP VAL$4.3M110,0120.9%
I•••••• T•EAFE VALUE ETF$4.3M56,4540.9%
V••••••• T••••••••• F••VAN FTSE DEV MKT$3.9M54,7310.8%
A•••• I••COM$3.5M12,1440.7%
S••••• S•••••••• T•US DIVIDEND EQ$3.5M109,1490.7%
A••••••• I••CAP STK CL A$3.1M8,6820.6%
I•••••• T•GLOBAL REIT ETF$3.1M111,4580.6%
T•••• P•••••• L••• C••••••••COM$3.1M6,9840.6%
S••• S••••• T••••STATE STREET SPD$3.0M27,9530.6%
I•••••• T•CORE MSCI TOTAL$2.8M29,8000.6%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
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  • Mar 31, 2025 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
3show
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changed••• Lockedc•••••••••Factc•••••••••.com
  • Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
110show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 110 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (3)
+20 v••••••• b••••••• p••••• (4)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($533,364,496)
+0 r••• (1671)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-06Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••••••• F••••• O•••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••••••• F••••• O•••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••••••• F••••• O•••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••••••• F••••• O•••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)portfolio_management_individuals,portfolio_management_businesses_institutions,pension_consultingMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2019-04-22Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients80Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":63,"raum_usd":23893607,"fewer_than_5":false},"corporations":{"clients":2,"raum_usd":9574033,"fewer_than_5":false},"pension_plans":{"clMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Description••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees3Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions161Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions156Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions156Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions160Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions158Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions157Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions164Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$489MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$444MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$436MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$417MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$389MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$370MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$365MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersYork, PAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersYork, PAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersYork, PAMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersYork, PADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersYork, PASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersYork, PAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersYork, PAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersYork, PADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
News readnews-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Office address••• LockedMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)outsourced_family_office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c•••••••••.comFact
Private funds advised0Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)478Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$500MMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$533MMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows3Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
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