CRD: 133600
Katz Family Financial Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-04-2005
- Office Locations
- 1
Office Locations
About Katz Family Financial Advisors, LLC
Katz Family Financial Advisors is a three-generation, family-run boutique RIA with 55 years in research and asset management. The firm builds selectively invested, actively managed portfolios guided by disciplined proprietary research, serving families, individuals, and organizations as ongoing portfolio managers and trusted planning partners. Portfolios are implemented heavily with ETFs and commonly custodied at Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 23, 2022 and March 22, 2023, reported AUM decreased 15.6%, from $96.0M to $81.0M.
Across 5 reported observations, AUM increased 8.0% between November 21, 2019 and March 22, 2023, from $75.0M to $81.0M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 133 clients, or 66.5 clients per representative. That equates to $834.0K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Katz Family Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK EDWARD KATZ
Chief Compliance Officer, Managing Member, Senior Vice President
- CRD
- #2018814
- Ownership
- 75% or more
Jacob Katz
Managing Member
- CRD
- #7737256
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,479,425 | -- |
| Non-Discretionary | $29,443,938 | $261,348 |
| Total | $110,923,363 | $261,348 |
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Separately Managed Accounts
SMA allocation detail is available
Katz Family Financial Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.