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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-20-2024
- Office Locations
- 1
Office Locations
About Family AI! Financial
Family Ai! Financial is an independent fiduciary RIA led by CFP professional Jason Su, providing personalized financial planning and holistic, long-term investment management for a small number of families. Offers in-person meetings and continuity with the same advisor over time, with portfolios custodied at Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Family AI! Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON CHIAN-CHIH SU
Chief Executive Officer, FOUNDER, Owner
- CRD
- #5188441
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,580,066 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,580,066 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Family AI! Financial has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.