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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Center for Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Center for Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Center for Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Center for Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Center for Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Center for Asset Management get paid?","answer":"Center for Asset Management is paid through a percentage of assets under management and hourly charges. 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