F
$12.6M Total AUM
$12.6M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- SummitNorth meridian
- Established Date
- 09-20-2024
- Office Locations
- 1
Office Locations
-- Centreville VA
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.
Team overview
-- AVG AGE
$12.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Legacy unison
Custodian
Peak vertex Timber Harbor insight Timber momentum Ember
Fund Managers
Ember vertex
Investment Themes
Vertex focus Wave legacy Unison pathway Peak
Investment Vehicles
Fusion ember
Services
Meridian prime Ember Insight Atlas bridge Matrix
Technology
Focus Radial
Owner & Executives
JASON CHIAN-CHIH SU
Chief Executive Officer, FOUNDER, Owner
- CRD
- #5188441
- Ownership
- 75% or more
(803) 748-5445
zenith.ember@oakcapital.com
in linkedin.com/in/summit-eagle
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $12,580,066
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,805,123,229 | 100.0% |
| Total | $1,805,123,229 | 100.0% |