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COLLECTIVE FAMILY OFFICE, LLC

YORK, PA · CRD 301274 · IAPD ↗ · collectivefamilyoffice.com · (717) 893-5055

$533.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — COLLECTIVE FAMILY OFFICE, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — COLLECTIVE FAMILY OFFICE, LLC crossed $500M in regulatory AUM ($451.7M -> $533.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2025 — COLLECTIVE FAMILY OFFICE, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — COLLECTIVE FAMILY OFFICE, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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