Collective Family Office, LLC
Firm details
- Headquarters
- York, Pennsylvania
- CRD number
- 301274
- Registered since
- April 22, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.73%
- Individuals4.48%
- Corporations / Businesses1.8%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Collective Family Office, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm positions itself as a capital allocator for both individual and family clients as well as institutional investors, managing client relationships on a percentage-of-AUM fee model. Its stated advisory activities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm also identifies as an active ESG investor. The company’s name and client mix indicate a family-office orientation alongside institutional work. As a capital allocator, Collective Family Office sources third-party managers and funds to implement non-traditional allocations in addition to managing public-fund exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Derivatives4%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Trevor Hoffman
Principal & Chief Operating OfficerCRD 7085552
Brian Luster
CIO, PrincipalCRD 5065637
Contacts
2 of 2
Trevor Kasulen
Investment Adviser RepresentativeCRD 8227621
David Sivel
Financial AdvisorCRD 2632323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$470M in ETFs
57%
$266M
42%
$204M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN MUNICIPAL ETF (JMUB) | JP Morgan | Active | Muni National Interm | $36.9M | 728,056 | 7.85% |
Location
York, PA
York
Location
York, PA
Headquartered in York, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- York
- Address
- 235 Saint Charles Way
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Johnson & White Wealth Management LLC
RIAYork, PA
Macro Advisors, Inc.
RIAYork, PA
Wellington Adams Investment Advisory, LLC
RIAYork, PA
Integrated Wealth Solutions, LLC
RIAYork, PA
The Financial Advisory Group
RIAYork, PA
Archean Capital Partners II, L.L.C.
RIANewtown Square, PA