Family Cfo, LLC
● SEC registered since 2021CRD 108891SEC# 801-121138
Reg. AUM
$169.7M
Employees
2
Accounts
164
Location
—
Family Cfo, LLC assets under management
Family Cfo, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $169.7 million in regulatory assets under management and employs 2 people.
Family Cfo, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Lynn Micati Control | Member | 25-50% | 2014 |
| Jane Sullivan Murphy Control | Cco Managing Member | Over 75% | 2002 |
Frequently asked questions
How much does Family Cfo, LLC manage?
Family Cfo, LLC reports $169.7 million in regulatory assets under management on its Form ADV.
How many employees does Family Cfo, LLC have?
Family Cfo, LLC reports 2 employees.
Does Family Cfo, LLC disclose fund performance?
Family Cfo, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 917-747-2801 |
| Office hours | 9a.m.-6p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$169.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$169.7Mregulatory AUM
Discretionary $167.9MNon-discretionary $1.8M