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Collective Family Office, LLC

Multifamily office listing in York, Pennsylvania, United States.

SEC-registered
Founded 2019

Regulatory AUM: $533 million
Employees: 3
Founded: 2019
Published minimum: $1,000,000

An independent fiduciary and SEC-registered investment adviser serving families, businesses, entrepreneurs, and institutions through coordinated wealth, planning, investment, and trust services.¹²³

Overview

Collective Family Office, LLC describes itself as an independent fiduciary that serves families, businesses, and institutions. Its work combines wealth management with tax planning, trust and estate planning, next-generation planning, trust services, credit and lending services, and charitable planning.³⁴

The firm says it coordinates with clients’ legal, tax, investment, and business advisers through a collaborative team approach. Its stated philosophy emphasizes client-first stewardship, simplicity in complexity, generational continuity, disciplined independence, and community purpose.⁵⁶

History

Collective Family Office was founded in 2019. The firm is currently registered with the Securities and Exchange Commission as an investment adviser under CRD 301274, with its SEC registration approved on April 22, 2019.²¹

Leadership

David Sivel CFP®, CPFA is Principal and Chief Executive Officer. Brian Luster is Principal and Chief Investment Officer. Trevor Hoffman is Principal and Chief Operating Officer, overseeing operations, trust review and planning, portfolio management strategy, and compliance.⁷⁸

Lisa Fetrow is Senior Administrator and a Notary Public, while Trevor D. Kasulen is Account Administrator. Hoffman’s biography states that he has more than 20 years of experience and previously spent 15 years with BNY Mellon in Central Pennsylvania.⁷⁹

Services

The firm provides wealth management, tax planning, trust and estate planning, next-generation planning, trust services, credit and lending services, and charitable planning. Its March 6, 2026 Form ADV brochure states that the firm is a registered investment adviser and provides portfolio management on a discretionary basis.⁴¹⁰

What the firm offers

Investment management
Tax planning
Estate planning
Trust and fiduciary
Philanthropy
Family governance and education

Client Focus

Collective Family Office serves business owners and entrepreneurs, affluent families, and institutions including pensions, endowments, foundations, nonprofits, and 401(k) plans.¹¹

Approach

The firm presents its approach as collaborative and coordinated, working alongside clients’ legal, tax, investment, and business advisers. It describes its philosophy through client-first stewardship, simplicity in complexity, generational continuity, disciplined independence, and community purpose.⁵⁶

Assets and Minimums

The July 8, 2026 Form ADV reports regulatory assets under management of $533,364,496. The firm’s Form CRS states that its typical minimum investment relationship is $1,000,000, subject to possible waiver at the firm’s discretion.¹²¹³

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 301274. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2019	$104 million	$104 million	$471,818
2020	$126 million	$125 million	$563,168
2021	$274 million	$273 million	$905,526
2022	$371 million	$370 million	$990,656
2023	$314 million	$312 million	$3 million
2025	$452 million	$446 million	$5 million
2026	$533 million	$527 million	$6 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 301274. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2019	$5 million
2020	$4 million
2021	$5 million
2022	$5 million
2023	$3 million
2025	$4 million
2026	$4 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 301274. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	63
High net worth individuals	80
Pension plans	1
Corporations	2

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 301274. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2019	3
2020	3
2021	3
2022	3
2023	3
2025	4
2026	3

Ranks #5 of 7 SEC-registered firms in PA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 301274. Ranking uses only firms profiled on MultifamilyOffices.com. As of September 1, 2026.

FAQs

Is Collective Family Office registered?

Yes. Collective Family Office, LLC is currently registered with the Securities and Exchange Commission as an investment adviser under CRD 301274.¹

Who does Collective Family Office serve?

The firm serves business owners and entrepreneurs, affluent families, and institutions such as pensions, endowments, foundations, nonprofits, and 401(k) plans.¹¹

What is the firm’s typical minimum investment relationship?

Its Form CRS states that the typical minimum investment relationship is $1,000,000, although the firm may waive that minimum at its discretion.¹³

LocationMultifamily offices in Pennsylvania
The Multifamily offices in PA page helps readers compare how firms serving Pennsylvania families may organize investment management, tax planning, estate planning, and fiduciary work. Use it to frame questions about which services a family, business owner, entrepreneur, or institution may need from an independent adviser.
Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and related estate decisions. Readers can use these materials to prepare questions about estate planning, trust administration, tax considerations, and how those pieces may connect with investment management and family governance.
Network siteFamilyOffices.com
FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. It can help readers understand common governance, education, philanthropy, and wealth coordination topics before discussing whether a multifamily office structure fits their family or business circumstances.
GuideHow multifamily offices invest
The How multifamily offices invest page explains common investment approaches and decision areas within this type of firm. Readers can use it to ask about portfolio management, risk, liquidity, tax planning, and how investment choices relate to broader family or institutional objectives.
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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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