AdvisorCensus / Financial advisors / Florida / Tampa / Noble Family Wealth
Noble Family Wealth
Filed as NOBLE FAMILY WEALTH · Legal name Noble Family Wealth, LLC
Noble Family Wealth is an SEC-registered investment advisory firm in Clearwater, FL, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 27, 2026.
Quick answers
From the filingHow is Noble Family Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Noble Family Wealth reports these compensation arrangements: a percentage of assets under its management.
What does Noble Family Wealth's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 26, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Noble Family Wealth located?
Noble Family Wealth's principal office is in Clearwater, FL, according to its Form ADV.
Is Noble Family Wealth registered with the SEC or a state?
Noble Family Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315152.
How much does Noble Family Wealth manage?
Noble Family Wealth reports $527,467,341 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).
How have Noble Family Wealth's assets and staff changed since 2021?
In the Form ADV data for Noble Family Wealth: Regulatory assets under management: $355,000,000 in the October 2021 data and $527,467,341 in the October 2026 data, up 49%. Total employees: 2 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Noble Family Wealth serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (57).
Which custodians does Noble Family Wealth use?
Noble Family Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.
Does Noble Family Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315152
Does Noble Family Wealth state an account minimum?
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We generally impose a minimum aggregated value of $2 million per client relationship but may waive this requirement for smaller accounts at our discretion."
What changed in Noble Family Wealth's recent Form ADV filings?
In the June 2026 filing data: Registered or notice-filed in CO. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
the client will pay NFW an annual management fee of up to 1.0%, payable monthly in advance, based on the value of portfolio assets of the account managed by the Advisor
Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We generally impose a minimum aggregated value of $2 million per client relationship but may waive this requirement for smaller accounts at our discretion.
As stated in the firm's Form ADV Part 2A brochure dated February 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$527,467,341 as of October 2026, filing dated May 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Noble Family Wealth, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 9. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $527,467,341 | 9 | May 27, 2026 |
| October 2025 | $400,587,021 | 7 | March 12, 2025 |
| October 2024 | $362,627,821 | 4 | March 11, 2024 |
| October 2023 | $315,027,000 | 4 | June 29, 2023 |
| October 2022 | $314,150,000 | 3 | August 16, 2022 |
| October 2021 | $355,000,000 | 2 | September 29, 2021 |
Regulatory assets under management: $355,000,000 in the October 2021 data and $527,467,341 in the October 2026 data, up 49%.
Total employees: 2 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Registered or notice-filed in CO.
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $400,587,021 to $527,467,341 (+32%).
- Registered or notice-filed in SC.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- Registered or notice-filed in LA.
- No longer registered or notice-filed in NY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Noble Family Wealth (CRD 315152): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/noble-family-wealth-clearwater-fl-315152