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Katz Family Financial Advisors, LLC

Katz Family Financial Advisors, LLC. CRD 133600

Katz Family Financial Advisors, LLC logo

CRD: 133600

Katz Family Financial Advisors, LLC

$110.9M Total AUM
$81.5M Disc. AUM
-- 3Y CAGR
2 Employees
133 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Established Date
03-04-2005
Office Locations
1

Office Locations

3307 Duke Street Alexandria VA

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

-- AVG AGE
$55.5M AVG AUM / ADVISOR
$834.0K AVG AUM / CLIENT
12.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age

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Available data coverage

  • Accredited Investors
  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

M

MARK EDWARD KATZ

Chief Compliance Officer, Managing Member, Senior Vice President

CRD
#2018814
Ownership
75% or more
J

Jacob Katz

Managing Member

CRD
#7737256
Ownership
10% but less than 25%

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-21-2019
12-23-2020
06-30-2021
03-23-2022
03-22-2023
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.

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