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CHARITABLE FOUNDATION SERVICES LLC

Advisory

FL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in FL
#2,435
of 2,610 advisers by AUM
AUM change, 1 year
+5.4%
55th percentile in FL
AUM CAGR, 3 year
+11.2%
compound annual growth
Average account
$2M
across 1 account
AUM per adviser
$2M
1 adviser
Filing history
7
filings since 2006

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$2M
1-Year AUM Growth
+5.4%
3-Year CAGR
+11.2%
Employees
1
Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingAug 7, 2006
Latest FilingMar 24, 2026
Full AUM trend chart and 7 historical filings spanning 20+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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