AdvisorCensus / Financial advisors / California / Los Angeles / Tarbox Family Office, Inc.
Tarbox Family Office, Inc. is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 1986, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Tarbox Family Office, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Tarbox Family Office, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Tarbox Family Office, Inc. charge?
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.2% to 1% a year (a range, as the brochure states it); Flat fee: $5,000 to $20,000 (financial planning and/or consulting services…); Hourly rate: $175 to $600 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Tarbox Family Office, Inc. located?
Tarbox Family Office, Inc.'s principal office is in Newport Beach, CA, according to its Form ADV.
Is Tarbox Family Office, Inc. registered with the SEC or a state?
Tarbox Family Office, Inc. is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 106079.
How much does Tarbox Family Office, Inc. manage?
Tarbox Family Office, Inc. reports $953,740,765 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).
How have Tarbox Family Office, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Tarbox Family Office, Inc.: Regulatory assets under management: $841,481,772 in the October 2021 data and $953,740,765 in the October 2026 data, up 13%. Total employees: 11 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Tarbox Family Office, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (208); corporations or other businesses not listed above (13); charitable organizations (9).
Which custodians does Tarbox Family Office, Inc. use?
Tarbox Family Office, Inc.'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 Tarbox Family Office, Inc. 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/106079
Does Tarbox Family Office, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Tarbox Family Office, Inc. generally seeks to work with clients having initial minimum account assets of $5 million for combined planning and investment management services."
What changed in Tarbox Family Office, Inc.'s recent Form ADV filings?
In the April 2026 filing data: No longer lists an office in Scottsdale, AZ.
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
- Hourly charges
- Fixed fees (other than subscription fees)
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: 0.2% to 1% a year (a range, as the brochure states it)
The brochure's wording
Tarbox Family Office, Inc.’s annual investment advisory fee varies (from 0.20% up to 1.00% of the total assets under management), which is based upon various objective and subjective factors
Account minimum: $5,000,000
The brochure's wording
Tarbox Family Office, Inc. generally seeks to work with clients having initial minimum account assets of $5 million for combined planning and investment management services.
Flat fee: $5,000 to $20,000 (financial planning and/or consulting services…)
The brochure's wording
The negotiable fees for these services generally range from $5,000 to $20,000 on a fixed -fee basis
Hourly rate: $175 to $600 an hour (financial planning and/or consulting services…)
The brochure's wording
or between $175.00 to $600.00 per hour on an hourly rate basis, depending upon the level and scope of the services required
As stated in the firm's Form ADV Part 2A brochure dated March 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$953,740,765 as of October 2026, filing dated March 26, 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1986 (40 years)
- Employees
- Total: 8. Performing investment advisory functions: 6.
- 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
-
3 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 | $953,740,765 | 8 | March 26, 2026 |
| October 2025 | $967,175,642 | 8 | March 29, 2025 |
| October 2024 | $873,623,926 | 9 | March 13, 2024 |
| October 2023 | $758,756,998 | 11 | March 22, 2023 |
| October 2022 | $1,040,216,612 | 11 | March 18, 2022 |
| October 2021 | $841,481,772 | 11 | April 22, 2021 |
Regulatory assets under management: $841,481,772 in the October 2021 data and $953,740,765 in the October 2026 data, up 13%.
Total employees: 11 in October 2021 and 8 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- April 2026
- No longer lists an office in Scottsdale, AZ.
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. Tarbox Family Office, Inc. (CRD 106079): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/tarbox-family-office-inc-newport-beach-ca-106079