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Personal CFO Solutions LLC

Personal CFO Solutions LLC. CRD 158248

Personal CFO Solutions LLC logo

CRD: 158248

Personal CFO Solutions LLC

Chester, NJ, 07930
9089557055
personalcfosolutions.com
$1.6B Total AUM
$1.6B Disc. AUM
20.4% 3Y CAGR
18 Employees
653 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
AlphaLegacy
Established Date
07-19-2011
Office Locations
2

Office Locations

2352 Main Street Suite 109 Concord MA
384 Main Street Chester NJ

About Personal CFO Solutions LLC

Personal CFO Solutions, LLC is an SEC-registered RIA providing comprehensive financial planning alongside discretionary investment management and retirement planning. Portfolios are built primarily with ETFs and fixed income (including municipals), with mutual funds used where appropriate. Client relationships are governed by an advisory agreement and include a wrap-fee program; assets are custodied at Schwab and Fidelity/NFS.

Team overview

44 AVG AGE
$117.8M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
11.2 yrs AVG TENURE
18 Employees
14 Advisory Reps
11 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Unison Foundation

Client Personas

Legacy

Investment Themes

Eagle Summit Foundation

Investment Vehicles

Element vector

Platform

Alpha Foundation fusion

Services

North Ember Foundation fusion Timber Harbor Oak Vital Peak optima

Technology

Frontier Radial

Owner & Executives

B

BRYAN PATRICK LANDADIO

MANAGING DIRECTOR, Senior Advisor

CRD
#2734849
Ownership
25% but less than 50%
(390) 289-6237
focus.capital@foundationcapital.com
in linkedin.com/in/fusion-prime
PATRICK AUGUSTINE NOLAN

PATRICK AUGUSTINE NOLAN

MANAGING DIRECTOR

CRD
#2873111
Ownership
25% but less than 50%
(819) 871-7909
north.catalyst@ridgecapital.com
in linkedin.com/in/north-glacier
F

Foundation ember

Bridge pathway catalyst

CRD
#11064
Ownership
17.8%
(714) 503-6849
summit.delta@valuecapital.com
in linkedin.com/in/peak-meridian

Showing 2 of 4 owners & executives

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Contacts

J

JUSTIN P FORIK

Vice President

CRD
#6538074
(875) 355-5764
value.eagle@crestcapital.com
in linkedin.com/in/insight-momentum
MICHAEL JONAS KIRKLAND

MICHAEL JONAS KIRKLAND

Vice President

CRD
#5772525
(542) 763-6394
atlas.foundation@legacycapital.com
in linkedin.com/in/bridge-quantum
H

Harbor signal

Momentum bridge

CRD
#88022
(296) 293-3791
element.delta@alphacapital.com
in linkedin.com/in/wave-catalyst

Showing 2 of 8 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2022
04-28-2023
03-29-2024
03-24-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $1,649,290,976 $346,199
Non-Discretionary $0 --
Total $1,649,290,976 $346,199

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Separately Managed Accounts

Total SMA Asset: $1,649,290,976

$1.6B Total SMA
Equity - Exchange:
14.9%
Public Funds:
17.0%
Municipal Bonds:
12.1%
Cash:
23.4%
Other:
19.5%
U.S. Government/Agency:
13.1%
Asset class Assets Assets %
Equity - Exchange $831,904,346 14.9%
Public Funds $949,152,609 17.0%
Municipal Bonds $675,573,328 12.1%
Cash $1,306,480,650 23.4%
Other $1,088,733,875 19.5%
U.S. Government/Agency $731,405,833 13.1%
Total $5,583,250,641 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
LEGACY INSIGHT MOMENTUM BEACON FUSION 6W82SJPGB NYD 2.90% $62,454,700
EAGLE MOMENTUM OPTIMA HORIZON D6TXJ3V50 DZKUC 12.44% $110,663,305
VECTOR MOMENTUM FRONTIER MOMENTUM SIGNAL Q7DVQ76OM WAEG 8.52% $10,325,929
FOCUS LEGACY TIMBER ATLAS SUMMIT 2IW5ZIRUK FGD 3.80% $57,708,280
SUMMIT ZENITH NORTH HORIZON Q5T1RCFRF RSVSZ 2.24% $40,923,032
FOUNDATION QUANTUM SIGNAL OPTIMA VALUE 89VTU74YP EBDNU 11.82% $99,349,964
CATALYST OPTIMA OPTIMA VERTEX JMO8BG7KO CMFSJ 2.52% $82,499,822
VITAL FUSION CAPITAL SIGNAL PEAK OOPFCQG39 OGHEW 9.13% $65,834,227

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