# 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.

- CRD: 106079
- Filed as: TARBOX FAMILY OFFICE, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106079
- AdvisorCensus page: https://advisorcensus.com/firm/tarbox-family-office-inc-newport-beach-ca-106079

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 0.2% to 1% a year (a range, as the brochure states it)

> 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

> 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 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…)

> 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 brochure. Fees can differ by service and may be negotiable.

### 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: $953,740,765
- Discretionary: $953,740,765
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 208 | $839,434,232 |
| Charitable organizations | 9 | $21,109,678 |
| Corporations or other businesses not listed above | 13 | $93,196,855 |

### 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)

### Firm details
- Registered since: 1986 (40 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tarbox.com](https://tarbox.com)
- LinkedIn @THETARBOXGROUPINC.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $841,481,772 | 11 | April 22, 2021 |
| October 2022 | $1,040,216,612 | 11 | March 18, 2022 |
| October 2023 | $758,756,998 | 11 | March 22, 2023 |
| October 2024 | $873,623,926 | 9 | March 13, 2024 |
| October 2025 | $967,175,642 | 8 | March 29, 2025 |
| October 2026 | $953,740,765 | 8 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Scottsdale, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tarbox Family Office, Inc. (CRD 106079): Form ADV filing data as of October 2026.