CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC

Overview

Caruso Family Financial Advisors (Cffa) LLC is a small, LLC-structured advisory practice that serves individual and family clients with portfolio management and pension consulting services. The firm charges fees based on a percentage of assets under management and can also assess performance-based fees. Its public filings indicate a focus on liquid, equity-oriented solutions rather than ESG-driven mandates; the adviser is not identified as an active ESG investor and is not registered as a multi-state adviser. Service offerings center on discretionary portfolio management for individuals and small businesses, supplemented by pension consulting. The firm is owner-operated and does not position itself as a capital allocator or as a related adviser to a larger advisory network.

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Public Holdings

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Location & Offices