COLLECTIVE FAMILY OFFICE, LLC
CRD #301274 SEC #801-115052 YORK, PA (717) 893-5055
SEC Registered
Total AUM
$451.7M
Discretionary
$446.4M
Employees
4
Clients
--
Accounts
436
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOFFMAN, TREVOR, NATHAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| LUSTER, BRIAN, DAVID | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
| SIVEL, DAVID, SCOTT | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (4)
MD NY PA TX
Address
235 ST. CHARLES WAYSUITE 200
YORK, PA 17402
United States
Phone: (717) 893-5055