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CENTRAL FAMILY ADVISORS, LLC

NEW YORK, NY · CRD 283995 · IAPD ↗ · cenfam.com · 917-993-7115

$608.3MRegulatory AUM
2Advisory reps
4Employees
5Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
October 2026 — CENTRAL FAMILY ADVISORS, LLC (NEW YORK, NY) left the SEC roster (was $608.3M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
April 2026 — CENTRAL FAMILY ADVISORS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2026 — CENTRAL FAMILY ADVISORS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
70
April 2025 — CENTRAL FAMILY ADVISORS, LLC crossed $500M in regulatory AUM ($428.6M -> $549.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2024 — CENTRAL FAMILY ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — CENTRAL FAMILY ADVISORS, LLC reported RAUM up 29% ($332.1M -> $428.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.