A complete list of active advisors currently associated with Collective Family Office, LLC

Warmer can help you find a great advisor at Collective Family Office, LLC or one who fits your needs even better.

Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high‑net‑worth clients, retirement plans, trusts, estates, and select business entities, and manages both on‑platform and “held‑away” retirement assets through an account aggregation service. The firm reports roughly $533 million in assets under management across about 143 client relationships and generally requires a $1 million minimum, subject to waiver. The firm tailors strategies to client objectives using a mix of fundamental, technical, and cyclical analysis, with long‑ and short‑term holdings and option‑writing among its tools. Notably, Collective Family Office discloses the use of derivatives and securities‑backed lines of credit within separately managed accounts and employs direct indexing and structured products as part of its investment toolkit. Collective Family Office’s asset base is large relative to its small advisory headcount, and its disclosures about AI tools for modeling and meeting transcription and its institutional custodial relationship reflect operational practices and potential conflicts the firm monitors. Its explicit policies addressing SBLOCs, direct indexing tax customization, and the possible inclusion of margin and derivative strategies in client accounts distinguish it from many peers in the team category.

To learn more about the advisors currently working at Collective Family Office, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.