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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-16-2011
- Office Locations
- 1
Office Locations
About Family CFO INC
Family CFO, Inc. is a Los Altos RIA providing confidential, personalized financial planning and investment management for high-net-worth families—often Silicon Valley executives, entrepreneurs, and venture capitalists with concentrated stock, equity compensation, liquidity events, and cross-border complexity. Planning commonly spans estate and gifting issues (including trust funding after a spouse’s death) alongside diversified portfolios largely implemented with ETFs and public funds, typically custodied at Schwab.
Reported data analysis
What the numbers show
Between March 3, 2025 and February 18, 2026, reported AUM increased 18.2%, from $244.9M to $289.5M.
Across 5 reported observations, AUM increased 52.1% between September 1, 2022 and February 18, 2026, from $190.3M to $289.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 57 clients, or 57 clients per representative. That equates to $5.1M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on February 18, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ANNAMALAI RAJENDRAN
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, Chief Operations Officer, Vice President
- CRD
- #2458038
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $289,450,939 | $1,358,925 |
| Non-Discretionary | $0 | -- |
| Total | $289,450,939 | $1,358,925 |
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Separately Managed Accounts
SMA allocation detail is available
Family CFO INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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Family CFO INC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.