CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC

CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 306593). Regulatory assets under management: $24.5M.

Registration

• CRD: 306593
• Type: Registered investment adviser
• Location: 4990 SPEAK LANE, SAN JOSE, CA, 95118
• Phone: 408-440-2206
• Latest filing: 2026-04-17
• Regulatory AUM: $24.5M
• Discretionary AUM: $24.5M
• Clients: 2
• Accounts: 95

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306593 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search