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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Personal CFO Solutions have?","answer":"Personal CFO Solutions has 11 investment adviser representatives registered with state securities authorities, out of 18 employees, and 14 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 7 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 Personal CFO Solutions invest in?","answer":"At the end of its last fiscal year, Personal CFO Solutions’ separately managed accounts held 62% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 12% state and local bonds, 8% cash and equivalents, 2% U.S. government and agency bonds and 2% other. 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