Center for Asset Management provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Center for Asset Management reports 284 clients. They include 200 individual clients and 84 high-net-worth individuals. Of its assets, 100.0% ($257M across 939 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 21% |
| High-net-worth individuals | 30% | 77% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 200 | $55.1M | 21.4% | $276K |
| High-net-worth individuals | 84 | $199M | 77.4% | $2.37M |
| Pension and profit-sharing plans | Fewer than 5 | $2.95M | 1.1% | — |
| Total | 284 | $257M | 100% | — |
- Clients
- 200
- Regulatory AUM
- $55.1M
- AUM share
- 21.4%
- Avg. per client
- $276K
- Clients
- 84
- Regulatory AUM
- $199M
- AUM share
- 77.4%
- Avg. per client
- $2.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.95M
- AUM share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 284
- Regulatory AUM
- $257M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Center for Asset Management is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Hourly fee of $300 per hour, billed against a retainer; an estimate of the hours needed is provided before services begin.
Peter Blatt owns 75% or more of Center for Asset Management. The leadership team of Center for Asset Management includes President Peter Blatt. It has 6 employees, 2 of them in advisory roles.
Leadership
- Peter BlattPresident Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Peter Andrew Blatt
- Darren Ronald Hardersen
Staff
- 6 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Center for Asset Management, LLC
Peter Blatt
Control person · since August 2008
Center for Asset Management’s regulatory assets grew 1.7× from $152M (March 2021) to $257M (March 2026); clients rose from 254 to 284 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $257M | 284 | 6 | 1 |
| March 2025 | $229M | 284 | 6 | 1 |
| February 2024 | $193M | 270 | 7 | 1 |
| March 2023 | $174M | 262 | 6 | 1 |
| March 2022 | $189M | 245 | 5 | 1 |
| March 2021 | $152M | 254 | 5 | 1 |
Besides its headquarters, Center for Asset Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 3399 Pga Boulevard, Ste 320, Palm Beach GardensHQ
Contact and registration details
- Legal name
- Center for Asset Management, LLC
- Headquarters
- 3399 Pga Boulevard, Ste 320, Palm Beach Gardens, FL 33410
- Website
- cf-am.com
- Phone
- 561-625-0900
- @center-for-asset-management-llc
- SEC file
- 801-117438
- Founded
- 2008
- Structure
- Florida LLC
- Fiscal year end
- December
Center for Asset Management uses Fidelity ($254M) as custodian for its separately managed accounts. Center for Asset Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $254M100%
At year end, Center for Asset Management’s separately managed accounts were mostly in funds (56%) and stocks (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $225M across 151 positions; the largest are Vanguard Index Fds (6.8%), Pimco ETF TR (4.0%) and Vanguard World FD (3.9%).
What the accounts hold
- Stocks32%
- Funds56%
- Bonds7%
- U.S. government and agency bonds4%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash6%
Reported 13F holdings
- $225M
- Reported 13F value
- 151
- Positions
- 33.5%
- In the 10 largest
- +11.9%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs6.8%
- Pimco ETF TR · Enhan Shrt MA AC4.0%
- Vanguard World FD · Mega Grwth Ind3.9%
- Vanguard Charlotte Fds · Total Int BD ETF3.7%
- iShares TR · Core MSCI Eafe3.1%
- iShares TR · US Treas BD ETF2.8%
- Vanguard World FD · Mega Cap Val ETF2.7%
- iShares TR · Usd Inv Grde ETF2.3%
- iShares TR · 3 7 YR Treas BD2.1%
- Microsoft Corp.2.1%
Together, the ten largest are 33.5% of reported value.
How many clients does Center for Asset Management have?
Center for Asset Management has 284 clients and manages $257 million for them, as of March 2026. They include 200 individual clients and 84 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Center for Asset Management offer?
Center for Asset Management provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Center for Asset Management use?
Center for Asset Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $254M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Center for Asset Management have?
Center for Asset Management has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Center for Asset Management invest in?
At the end of its last fiscal year, Center for Asset Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 6% cash and equivalents, 4% U.S. government and agency bonds, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Center for Asset Management?
Center for Asset Management’s direct owner is Peter Blatt (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Center for Asset Management get paid?
Center for Asset Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Center for Asset Management registered with the SEC?
Yes, Center for Asset Management has been registered with the SEC as an investment adviser since 3 October 2019. Its CRD number is 147981 and its SEC file number is 801-117438.
Source: Form ADV Part 1A, Item 1, filed 17 March 2026; IAPD firm record
How do I contact Center for Asset Management?
Center for Asset Management’s main office is at 3399 Pga Boulevard, Ste 320, Palm Beach Gardens, FL 33410. Its phone number is 561-625-0900. Its website is cf-am.com.