# Bonneville Multi-Family Office

> Bonneville Multi-Family Office is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2023.

- CRD: 156284
- Filed as: BONNEVILLE MULTI-FAMILY OFFICE
- Legal name: Roan, Michael Clark
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: February 2, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156284
- AdvisorCensus page: https://advisorcensus.com/firm/bonneville-multi-family-office-156284

## Quick answers

**How is Bonneville Multi-Family Office compensated?**
On its Form ADV (Item 5.E, October 2026), Bonneville Multi-Family Office reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Bonneville Multi-Family Office registered with the SEC or a state?**
Bonneville Multi-Family Office is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156284.

**How much does Bonneville Multi-Family Office manage?**
Bonneville Multi-Family Office reports $8,300,000 in regulatory assets under management in its Form ADV filing dated February 2, 2023 (0% discretionary).

**What types of clients does Bonneville Multi-Family Office serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (2).

**Does Bonneville Multi-Family Office report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156284

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other

### Regulatory assets under management (Item 5.F)
- Total: $8,300,000
- Discretionary: $0
- Non-discretionary: $8,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,300,000 |
| High net worth individuals | 2 | $7,000,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2011 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @mike.roan.908

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bonneville Multi-Family Office (CRD 156284): Form ADV filing data as of October 2026.