F
CRD: 108891
Family CFO, LLC
Palm Springs, CA
9177472801
$169.7M Total AUM
$167.9M Disc. AUM
21.4% 3Y CAGR
2 Employees
86 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
-- Palm Springs CA
About Family CFO, LLC
Family CFO, LLC is a Palm Springs-based RIA. The firm has been operating for 24 years. Managing $169.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Investment Planning.
Team overview
-- AVG AGE
$169.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
18.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
24yrs Firm Age
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Asset Classes
Momentum ember
Investment Themes
North
Investment Vehicles
Foundation
Services
North
Owner & Executives
J
JANE SULLIVAN MURPHY
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
(672) 603-7695
bridge.vertex@vertexcapital.com
in linkedin.com/in/wave-harbor
H
HEATHER LYNN MICATI
--
- CRD
- --
- Ownership
- 25% but less than 50%
(594) 577-5168
oak.bridge@embercapital.com
in linkedin.com/in/unison-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,870,925 | $1,149,801 |
| Non-Discretionary | $1,782,397 | $99,022 |
| Total | $169,653,322 | $1,034,471 |
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Separately Managed Accounts
Total SMA Asset: $169,653,322
Equity - Exchange:
25.8% Cash:
23.9% U.S. Government/Agency:
16.1% Equity - OTC:
34.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $727,503,634 | 25.8% |
| Cash | $673,927,785 | 23.9% |
| U.S. Government/Agency | $453,984,826 | 16.1% |
| Equity - OTC | $964,365,282 | 34.2% |
| Total | $2,819,781,527 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON CAPITAL | MOMENTUM VECTOR | N0JJ6YKTF | AAD | 10.47% | $109,132,665 |
| EMBER EMBER EMBER | MERIDIAN NORTH | 1LYJYK5P8 | GRP | 8.47% | $63,024,911 |
| CATALYST VECTOR | RADIAL GLACIER | VXDXCZ1CH | WLX | 5.53% | $25,039,354 |
| FOUNDATION ATLAS | BEACON EAGLE | CG9Y4VTOE | CEYJ | 9.55% | $60,331,930 |
| PIONEER ALPHA MERIDIAN | GLACIER OAK | 1GKNFKB6M | HXUJV | 6.14% | $89,705,289 |
| ZENITH ZENITH | VALUE FOUNDATION | 3K8C582WY | YDGY | 12.21% | $112,642,188 |
| EAGLE RIDGE NORTH | GLACIER PEAK | B46PTQNAX | XDNIH | 11.90% | $87,506,558 |
| VERTEX GLACIER VERTEX | PIONEER VERTEX | 08IG77P7Q | GFW | 10.79% | $2,989,262 |