9AT: FAMILY CFO, LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 05/28/2021
Other registrations (1)	Connecticut, Terminated, 10/15/2014
Former registrations	FAMILY CFO, LLC
Contact Info	917 xxxxxxx

AUM^*	169,653,322 17%
of that, discretionary	167,870,925 19%
Number of Employees	2
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	1,034,471 20%
% High Net Worth	86.96% -1%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name CITRIN COOPERMAN	Filing Date08/19/2025	Form ADV-E View Report
Accounting Firm Name CITRIN COOPERMAN	Filing Date01/21/2025	Form ADV-E View Report
Accounting Firm Name CITRIN COOPERMAN	Filing Date12/21/2023	Form ADV-E View Report

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PROMUS ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM384.6m	#Funds-
Adviser SINECERA CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM124.6m	#Funds-
Adviser ABERDEEN WEALTH MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM699.1m	#Funds-
Adviser PHILIP VONGONTARD, CFA, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM288.5m	#Funds-
Adviser WALDEN WEALTH PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM333.0m	#Funds-
Adviser BRIDGEWAY WEALTH PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM146.7m	#Funds-
Adviser WEDMONT PRIVATE CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.4b	#Funds-
Adviser SAVOIE CAPITAL LLC	Hedge Fund118.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV118.6m	AUM1.3b	#Funds1
Adviser BEERS KIGHT FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM179.4m	#Funds-
Adviser CONCORD INVESTMENT COUNSEL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM327.5m	#Funds-

Brochure Summary

Overview

Advisory Business Overview Family CFO, LLC is an LLC owned and managed by Jane S. Murphy and Heather L. Micati. Family CFO LLC was formed January 14, 2002. Jane S. Murphy graduated from Boston College with a Bachelor of Science in Business (1979) and received a Juris Doctorate from St. Johns University School of Law (1983). Ms. Murphy has 41 years of experience in the financial counsel business. Heather L. Micati graduated from Middlebury College with a Bachelor of Arts degree (1993). Ms. Micati has 23 years of experience in the financial counsel business. Types of Advisory Services Offered Family CFO LLC offers investment management services and investment planning advice. Clients Investment advisor offers services to individuals, trusts and estates. Advisor works with clients in a variety of ways according

to the particular needs and situation of the client:
• Discretionary investment advisory services: the client appoints Firm to supervise and direct investments for their account(s).
• Non-discretionary investment advisory services: under this type of agreement, we consult with a client regarding their investment objectives and render advice concerning their investments. Wrap Fee Programs Family CFO, LLC does not participate in any wrap fee programs. Client Assets Under Management (Discretionary) As of December 31, 2023, total assets managed by Family CFO, LLC on a discretionary basis totaled $141,127,529. Client Assets Under Management (Non-Discretionary) As of December 31, 2023 total assets held by Schwab of clients of Family CFO, LLC on a non-discretionary basis totaled $3,372,606.

FAMILY CFO, LLC

FAMILY CFO, LLC

TANGIBLE BENEFITS INC. (A NEW JERSEY CORPORATION)

JANE S. MURPHY, ATTORNEY AT LAW

JANE S. MURPHY

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FAMILY CFO, LLC FAMILY CFO, LLC TANGIBLE BENEFITS INC. (A NEW JERSEY CORPORATION) JANE S. MURPHY, ATTORNEY AT LAW JANE S. MURPHY

Related Companies

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Brochure Summary

Overview

FAMILY CFO, LLC

FAMILY CFO, LLC

TANGIBLE BENEFITS INC. (A NEW JERSEY CORPORATION)

JANE S. MURPHY, ATTORNEY AT LAW

JANE S. MURPHY