# Stenger Family Office, LLC

> Stenger Family Office, LLC is an SEC-registered investment advisory firm in Naperville, IL, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 325089
- Filed as: STENGER FAMILY OFFICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naperville, IL
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325089
- AdvisorCensus page: https://advisorcensus.com/firm/stenger-family-office-llc-naperville-il-325089

## Quick answers

**How is Stenger Family Office, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stenger Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Stenger Family Office, LLC located?**
Stenger Family Office, LLC's principal office is in Naperville, IL, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Stenger Family Office, LLC registered with the SEC or a state?**
Stenger Family Office, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325089.

**How much does Stenger Family Office, LLC manage?**
Stenger Family Office, LLC reports $734,939,415 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (98% discretionary).

**How have Stenger Family Office, LLC's assets and staff changed since 2023?**
In the Form ADV data for Stenger Family Office, LLC: Regulatory assets under management: $181,225,940 in the October 2023 data and $734,939,415 in the October 2026 data, up 306%. Total employees: 4 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stenger Family Office, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (578); high net worth individuals (307); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Stenger Family Office, LLC use?**
Stenger Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Stenger Family Office, LLC 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/325089

**What changed in Stenger Family Office, LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 6 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $734,939,415
- Discretionary: $720,551,937
- Non-discretionary: $14,387,478

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 578 | $115,283,971 |
| High net worth individuals | 307 | $607,970,444 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $11,685,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, IN, LA, MI, MN, MT, NC, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Baton Rouge, LA
- Chicago, IL
- Spring, TX

### Websites listed on Form ADV (Item 1.I)
- podcasters.spotify.com/pod/show/nicholas-stenger
- podcasts.apple.com/us/podcast/the-nick-stenger-show/id1678810370
- stengerfamilyoffice.com
- Facebook facebook.com
- LinkedIn @stenger-family-office
- X @stengerria
- YouTube @StengerFamilyOffice

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $181,225,940 | 4 | July 27, 2023 |
| October 2024 | $320,848,133 | 9 | July 18, 2024 |
| October 2025 | $433,364,828 | 11 | June 27, 2025 |
| October 2026 | $734,939,415 | 10 | July 21, 2026 |

Regulatory assets under management: $181,225,940 in the October 2023 data and $734,939,415 in the October 2026 data, up 306%.
Total employees: 4 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 6 to 7.

### May 2026
- Employees performing advisory functions went from 7 to 6.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $521,480,800 to $628,126,958 (+20%).
- Employees performing advisory functions went from 8 to 7.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Added an office in Chicago, IL.
- No longer registered or notice-filed in MO, ND, NE, NH.

### December 2025
- Regulatory assets under management went from $433,364,828 to $521,480,800 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stenger Family Office, LLC (CRD 325089): Form ADV filing data as of October 2026.