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| CRA Financial Services LLC
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|---|---|
| CRD # | 124004 |
| SEC # | 801-62232 |
| CIK # | 0001765594 |
| AUM | 1,693.4 M (2026-05-15) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 609-380-3500 |
| Address | 332 Tilton Road Northfield, NJ 08225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 50.9 | ||
| Amazon Com Inc | 28.4 | ||
| Nvidia Corp | 23.1 | ||
| Alphabet Inc | 19.6 | ||
| Microsoft Corp | 15.7 | ||
| Facebook Inc | 8.7 | ||
| Alphabet Inc | 8.1 | ||
| Broadcom Inc | 7.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 922 | 273.2 |
| (b) Individuals (high net worth individuals) | 377 | 1,126.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 82 | 212.5 |
| (h) Charitable organizations | 19 | 16.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 64.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,030 | 1,693.4 |
| By Discretionary | ||
| Discretionary | 3,544 | 1,519.5 |
| Non-Discretionary | 486 | 173.9 |
| Total | 4,030 | 1,693.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 1,691.6 | |
| Total | 4,030 | 1,693.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001765594] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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