Family Cfo Inc
- Regulatory AUM
- $289M
- Discretionary
- $289M
- Clients
- 53
- Avg AUM / client
- $5.5M
- Accounts
- 213
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $3.7M | 1.29% |
| High net worth individuals | 39 | $282M | 97.5% |
| Pension and profit sharing plans | 2 | $2.6M | 0.9% |
| Charitable organizations | 1 | $841K | 0.29% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Annamalai Rajendran | Chief Executive Officer / Chief Financial Officer / Chief Operations Officer / Chief Legal Officer / Chief Compliance Officer | CFP | Dec 2004 (22y) | ≈ 37.5% – 75% via Rajendran Revocable Family Trust, Ua Dec 1, 2004 |
| Rajendran, Santhi | Active | Dec 2004 (22y) | ≈ 37.5% – 75% via Rajendran Revocable Family Trust, Ua Dec 1, 2004 |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rajendran Revocable Family Trust, Ua Dec 1, 2004 | Shareholder | Jul 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Annamalai Rajendran: 50% – 75% of Rajendran Revocable Family Trust, Ua Dec 1, 2004 × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Rajendran, Santhi: 50% – 75% of Rajendran Revocable Family Trust, Ua Dec 1, 2004 × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $284M (98% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗