Standard Family Office, LLC

RIASEC RegisteredEst. 2019
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$506M
Accounts
2
Employees
8
Advisory reps
2

Firm details

Headquarters
Sioux Falls, South Dakota
CRD number
301865
Registered since
August 29, 2019
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Standard Family Office, LLC is organized as a limited liability company and registered with the SEC in 2019. The firm identifies as an institutional RIA that operates under a fixed-fee model and provides portfolio management for pooled investment vehicles. Its stated business activity includes acting as an other financial product salesperson. The firm’s client base is institutional, and its registration/profile indicates it is not positioned as a capital allocator. It does not report being an active ESG investor and is not registered as a multi-state adviser. The firm’s name and structure indicate family-office orientation; its activities — including managing pooled vehicles and advising private funds — align with family office services. Industry affiliations listed alongside the firm include relationships with a trust company, a law firm, and a real estate broker, suggesting access to custody, legal, and real estate execution or sourcing capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Matthew Bock

    Chief Executive Officer and Managing MemberCRD 7093178

Contacts

1 of 1
  • Kelsey Huewe

    CRD 7262728

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$120M in ETFs

Passive

100%

$120M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$88.6M128,99673.61%

Location

Primary office

Sioux Falls, SD

Minnehaha

Location

Sioux Falls, SD

Headquartered in Sioux Falls, SD, in the Midwest of the United States.

Region
Midwest
County
Minnehaha
Address
7036 S Santa Rosa Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth