# TFO Family Office Partners

> TFO Family Office Partners is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 159440
- Filed as: TFO FAMILY OFFICE PARTNERS
- Legal name: TFO Family Office Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159440
- AdvisorCensus page: https://advisorcensus.com/firm/tfo-family-office-partners-phoenix-az-159440

## Quick answers

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

**What does TFO Family Office Partners' brochure say about its fees?**
Its Form ADV Part 2A brochure dated June 24, 2026 states: Asset-based fee: up to 1.25% 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 TFO Family Office Partners located?**
TFO Family Office Partners' principal office is in Phoenix, AZ, according to its Form ADV.

**Is TFO Family Office Partners registered with the SEC or a state?**
TFO Family Office Partners is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159440.

**How much does TFO Family Office Partners manage?**
TFO Family Office Partners reports $5,037,052,171 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**How have TFO Family Office Partners' assets and staff changed since 2021?**
In the Form ADV data for TFO Family Office Partners: Regulatory assets under management: $2,891,338,524 in the October 2021 data and $5,037,052,171 in the October 2026 data, up 74%. Total employees: 44 in October 2021 and 88 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TFO Family Office Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (231); charitable organizations (61); individuals (other than high net worth individuals) (14).

**Which custodians does TFO Family Office Partners use?**
TFO Family Office Partners' 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 TFO Family Office Partners 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/159440

**What changed in TFO Family Office Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 41 to 47. Regulatory assets under management went from $4,167,483,722 to $5,037,052,171 (+21%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 24, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> Utilizing this approach, the total percentage fee charged can range up to a maximum of 1.25% of client's assets under management.

> For Retirement Plan services, the annual fee ranges up to 1.25% of the Plan's assets.

> Utilizing this approach, the total percentage fee charged can range up to a maximum of 1.00% of client's assets under management.

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: $5,037,052,171
- Discretionary: $5,013,432,176
- Non-discretionary: $23,619,995

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $9,769,240 |
| High net worth individuals | 231 | $4,958,028,911 |
| Charitable organizations | 61 | $69,254,020 |

### 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)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2011 (14 years)
- Employees: 88 total, 47 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, DE, FL, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NV, NY, OH, OR, SC, SD, TX, UT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- linktr.ee/tfofamilyofficepartners
- tfofamilyoffice.com
- tfolifeacademy.com
- tfopartners.com
- tfotrustco.com
- Facebook @tfofamilyoffice
- LinkedIn @tfofamilyoffice
- YouTube @TFOFamilyOffice

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,891,338,524 | 44 | July 29, 2021 |
| October 2022 | $3,575,981,952 | 53 | September 12, 2022 |
| October 2023 | $3,340,454,739 | 64 | September 14, 2023 |
| October 2024 | $3,824,063,292 | 75 | May 7, 2024 |
| October 2025 | $4,167,483,722 | 80 | April 11, 2025 |
| October 2026 | $5,037,052,171 | 88 | September 15, 2026 |

Regulatory assets under management: $2,891,338,524 in the October 2021 data and $5,037,052,171 in the October 2026 data, up 74%.
Total employees: 44 in October 2021 and 88 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 41 to 47.
- Regulatory assets under management went from $4,167,483,722 to $5,037,052,171 (+21%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Changed its legal name from TFO Family Office Partners, Inc. to TFO Family Office Partners, LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TFO Family Office Partners (CRD 159440): Form ADV filing data as of October 2026.