CENTRAL FAMILY ADVISORS, LLC

Overview

Central Family Advisors, LLC is an independent registered investment adviser formed in 2016 that serves high-net-worth individuals and families. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its business model is fee-based on a fixed-fee schedule and the firm reports all client assets as managed on a non‑discretionary basis, meaning recommendations and model allocations are implemented only with client approval. Investment activity is weighted toward public equity exposures—exchange‑traded equities are the single largest asset class—while the firm also sources a broad slate of third‑party alternative managers. The adviser is not positioned as an ESG investor and does not operate as a multi‑state adviser. Given the small number of client relationships and large average client size, Central Family Advisors appears focused on customized planning and manager selection rather than high-volume retail delivery.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices