CRD: 301274
Collective Family Office, LLC
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- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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