Collective Family Office, LLC
● SEC registered since 2019CRD 301274SEC# 801-115052York, PA
Reg. AUM
$533.4M
Employees
3
Accounts
478
Location
York, PA
Collective Family Office, LLC assets under management
Collective Family Office, LLC operates as an SEC-registered investment adviser based in York, PA. The firm has been registered since 2019. It reports $533.4 million in regulatory assets under management and employs 3 people.
Collective Family Office, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Luster Control | Managing Member | 25-50% | 2019 |
| David Scott Sivel Control | Managing Member | 25-50% | 2019 |
| Trevor Nathan Hoffman Control | Managing Member/Chief Compliance Officer | 25-50% | 2019 |
Frequently asked questions
How much does Collective Family Office, LLC manage?
Collective Family Office, LLC reports $533.4 million in regulatory assets under management on its Form ADV.
How many employees does Collective Family Office, LLC have?
Collective Family Office, LLC reports 3 employees.
Where is Collective Family Office, LLC located?
Collective Family Office, LLC is based in York, PA and has been SEC-registered since 2019.
Does Collective Family Office, LLC disclose fund performance?
Collective Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 235 St. Charles Way, Suite 200, York, PA 17402 |
| Phone | (717) 893-5055 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1845066 |
| Discloses disciplinary history | No |
Regulatory AUM
$533.4M▲ 46%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$533.4Mregulatory AUM
Discretionary $527.2MNon-discretionary $6.2M