Central Family Advisors, Llc
- Regulatory AUM
- $608M
- Discretionary
- $0
- Clients
- 20
- Avg AUM / client
- $30.4M
- Accounts
- 20
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 20 | $608M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marcelo Antonio Mendoza | Managing Member, Chief Compliance Officer And Founder | Apr 2016 (10y) | 75% or more | |
| Gustavo Andres Russo | Registered representative | May 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/05/2026 | 948 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Citigroup, Inc. $164M (27% of AUM) Mar 2026
- Citibank $150M (27% of AUM) Mar 2025
- UBS $73.7M (12% of AUM) Mar 2026
- Oppenheimer & Co. Inc. $64.1M (11% of AUM) Mar 2026
- Valley National Bank $58.5M (10% of AUM) Mar 2026
- Morgan Stanley $43.3M (10% of AUM) Nov 2024
- Julius Baer $20.0M (10% of AUM) Apr 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗