{
  "crd_number": 106079,
  "slug": "tarbox-family-office-inc-newport-beach-ca-106079",
  "primary_business_name": "TARBOX FAMILY OFFICE, INC.",
  "legal_name": "TARBOX FAMILY OFFICE, INC.",
  "dbas": [],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1986-06-16",
  "years_registered": 40,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 953740765.0,
  "raum_discretionary": 953740765.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 21109678.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 839434232.0,
      "count": 208
    },
    "corporations_other_businesses": {
      "raum": 93196855.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/THETARBOXGROUPINC.",
    "https://tarbox.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106079",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/tarbox-family-office-inc-newport-beach-ca-106079",
  "display_name": "Tarbox Family Office, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Tarbox Family Office, Inc. (CRD 106079): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Tarbox Family Office, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Tarbox Family Office, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Tarbox Family Office, Inc. located?",
      "a": "Tarbox Family Office, Inc.'s principal office is in Newport Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is Tarbox Family Office, Inc. registered with the SEC or a state?",
      "a": "Tarbox Family Office, Inc. is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 106079."
    },
    {
      "q": "How much does Tarbox Family Office, Inc. manage?",
      "a": "Tarbox Family Office, Inc. reports $953,740,765 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Tarbox Family Office, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Tarbox Family Office, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Tarbox Family Office, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Tarbox Family Office, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Tarbox Family Office, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Tarbox Family Office, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists an office in Scottsdale, AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 841481772.0,
      "total_employees": 11,
      "filing_date": "2021-04-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1040216612.0,
      "total_employees": 11,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 758756998.0,
      "total_employees": 11,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 873623926.0,
      "total_employees": 9,
      "filing_date": "2024-03-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 967175642.0,
      "total_employees": 8,
      "filing_date": "2025-03-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 953740765.0,
      "total_employees": 8,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists an office in Scottsdale, AZ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "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…)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $20,000 (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "The negotiable fees for these services generally range from $5,000 to $20,000 on a fixed -fee basis"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $175 to $600 an hour (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "or between $175.00 to $600.00 per hour on an hourly rate basis, depending upon the level and scope of the services required"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.2,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, estate planning,"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 175.0,
          "max": 600.0,
          "period": "hour",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, estate planning,"
        }
      ]
    },
    "quotes": [
      "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",
      "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.",
      "The negotiable fees for these services generally range from $5,000 to $20,000 on a fixed -fee basis",
      "or between $175.00 to $600.00 per hour on an hourly rate basis, depending upon the level and scope of the services required"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/tarbox-family-office-inc-newport-beach-ca-106079.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 208,
      "fewer_than_5": false,
      "raum": 839434232.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 21109678.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 93196855.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/106079",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}