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CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC

Advisory

SAN JOSE, CA

Data as of Apr 17, 2026 · Source: SEC Form ADV

Rank in CA
#4,137
of 5,480 advisers by AUM
Average account
$258K
across 95 accounts
AUM per adviser
$12M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM
$25M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients53
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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