# KATZ FAMILY FINANCIAL ADVISORS, LLC

KATZ FAMILY FINANCIAL ADVISORS, LLC of ALEXANDRIA, VA is an SEC-registered investment adviser.

## Registration

- CRD: 133600
- Type: SEC-registered investment adviser
- SEC file number: 801-81034
- Location: 3307 DUKE STREET, ALEXANDRIA, VA, 22314-4522
- Phone: 301-961-6030
- Latest filing: 2026-03-26
- Regulatory AUM: $110.9M
- Discretionary AUM: $81.5M
- Non-discretionary AUM: $29.4M
- Clients: 2
- Accounts: 333

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| KATZ LAWRENCE WOLFRED | MANAGING MEMBER | — |
| KATZ MARK EDWARD | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| KATZ SUSAN NMN | MANAGING MEMBER | — |
| KATZ SUSAN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| KLUG KEITH ALDEN | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133600/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133600/similar
- Related entities: https://search.stillhousedata.com/firm/133600/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133600

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.