Collective Family Office, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 301274
- SEC number
- 801-115052
- Firm type
- RIA
- Assets under management
- $533.4M as of Mar 6, 2026
- Website
- www.collectivefamilyoffice.com ↗
- Phone
- (717) 893-5055
- Address
- 235 St. Charles Way, York, PA, 17402
Advisors at this firm
4 in our index · page 1 of 1
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Trevor Nathan HoffmanCRD 7085552 · York, PAIA Registered
-
Trevor Dimitri KasulenCRD 8227621 · York, PAIA Registered
-
Brian David LusterCRD 5065637 · York, PAIA Registered
-
David Scott SivelCRD 2632323 · York, PAIA RegisteredDisclosure event(s) on record
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 301274 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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