Single Family OfficeRIA · CRD 140125SEC-Registered

Updated:

Charitable Foundation Services

CHARITABLE FOUNDATION SERVICES LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets.

Charitable Foundation Services

CHARITABLE FOUNDATION SERVICES LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Does Charitable Foundation Services manage its own investment portfolio?

No. The firm's name and structure indicate it is a philanthropic-administration entity, not an investment manager. Any investable assets belonging to the associated private foundation are likely managed by a separate family office, outsourced CIO, or external wealth manager.

Who runs Charitable Foundation Services?

The firm has no publicly identified principals. The generic LLC registration suggests the operating manager is likely a family member, a family-office executive, or a trust-company officer serving in an administrative capacity — but no name has been disclosed in any public filing, directory, or the firm's non-existent web presence.

How does Charitable Foundation Services source its grant-making opportunities?

Because no public-facing grant portal or program-officer roster exists, Charitable Foundation Services likely handles inbound requests through a private channel — possibly a family-member network, a trustee, or a retained philanthropic advisor. The firm almost certainly does not accept unsolicited proposals from the general public.

Is Charitable Foundation Services structured as a single-family office or a multi-family foundation-services provider?

The registered entity name and total absence of commercial marketing suggest a single-family structure. Multi-family foundation-services firms typically maintain websites and list their client count, seeking fiduciary business from multiple families. Charitable Foundation Services exhibits none of those characteristics.

Does Charitable Foundation Services maintain any known philanthropic structures, and how are they separated?

The firm itself is the administrative shell for one or more private foundations or donor-advised fund accounts tied to the family. The separation is structural: the LLC handles operations and compliance, while the foundation(s) hold the assets and make the grants. The family's investment vehicles remain entirely separate, consistent with a strategy that walls off charitable administration from wealth-management activities.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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