CRD: 301274
Collective Family Office, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-22-2019
- Office Locations
- 1
Office Locations
About Collective Family Office, LLC
Collective Family Office is a fiduciary RIA serving families with complex wealth, as well as businesses and institutions. The firm coordinates investments with tax, trust, and estate planning to deliver a unified balance-sheet strategy. Public profile data indicates portfolios largely use public funds, including ETFs and mutual funds, with custody at Charles Schwab, and the team publishes regular market commentary.
Reported data analysis
What the numbers show
Between March 3, 2025 and July 8, 2026, reported AUM increased 18.1%, from $451.7M to $533.4M.
Across 5 reported observations, AUM increased 43.8% between March 1, 2022 and July 8, 2026, from $371.0M to $533.4M.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 3 advisory representatives and 146 clients, or 48.7 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Collective Family Office, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Collective Family Office, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TREVOR NATHAN HOFFMAN
Chief Compliance Officer, Chief Operating Officer, Managing Member
- CRD
- #7085552
- Ownership
- 25% but less than 50%
BRIAN DAVID LUSTER
Managing Member, Principal
- CRD
- #5065637
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Lisa Fetrow
Sr. Administrator, Notary Public
- CRD
- --
Lisa Fetrow
Sr. Administrator, Notary Public
- CRD
- --
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $527,152,579 | $1,163,692 |
| Non-Discretionary | $6,211,917 | $248,477 |
| Total | $533,364,496 | $1,115,825 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Collective Family Office, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Collective Family Office, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.