← Tributary

FAMILY FINANCIAL

MANHATTAN BEACH, CA · CRD 316723 · IAPD ↗ · familyfinancial.biz · (310) 598-8481

$280.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — FAMILY FINANCIAL notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — FAMILY FINANCIAL added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — FAMILY FINANCIAL added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — FAMILY FINANCIAL reported RAUM up 26% ($184.9M -> $232.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2024 — FAMILY FINANCIAL shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — FAMILY FINANCIAL reported RAUM up 45% ($127.6M -> $184.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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