{
  "crd_number": 326584,
  "slug": "maxwell-family-office-llc-326584",
  "primary_business_name": "MAXWELL FAMILY OFFICE, LLC",
  "legal_name": "MAXWELL FAMILY OFFICE, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-10-03",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 30030818.0,
  "raum_discretionary": 22852344.0,
  "raum_non_discretionary": 7178474.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1638067.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 1381721.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 27011030.0,
      "count": 12
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "MD"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326584",
  "listing_state": "MD",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/maxwell-family-office-llc-326584",
  "display_name": "Maxwell Family Office, LLC",
  "summary": "Maxwell Family Office, LLC is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Maxwell Family Office, LLC (CRD 326584): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Maxwell Family Office, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Maxwell Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Is Maxwell Family Office, LLC registered with the SEC or a state?",
      "a": "Maxwell Family Office, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326584."
    },
    {
      "q": "How much does Maxwell Family Office, LLC manage?",
      "a": "Maxwell Family Office, LLC reports $30,030,818 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (76% discretionary)."
    },
    {
      "q": "What types of clients does Maxwell Family Office, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (8)."
    },
    {
      "q": "Does Maxwell Family Office, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326584"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/maxwell-family-office-llc-326584.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1381721.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 27011030.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1638067.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326584",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}