Tarbox Family Office, Inc.

RIASEC Registered

Total AUM

$954M

Discretionary

$954M

100% of AUM

Avg account

$1.3M

Accounts

731

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 106079
Registered since: June 16, 1986
Website: tarbox.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.01%
Corporations / Businesses9.77%
Charitable Organizations2.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tarbox Family Office, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1986. The firm positions itself as a capital allocator for both high-net-worth families and institutional clients, offering portfolio management, financial planning, and manager selection services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Tarbox describes its advisory scope to include individual and small-business portfolio management, institutional or business accounts, and the selection of other advisers. The firm was named among the Financial Times’ Top 300 RIA Firms in 2020. Tarbox does not identify as an active ESG investor.