NEWPORT BEACH, CACRD 106079Latest ADV March 26, 2026
Tarbox Family Office, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 26, 2026, reports $954M in regulatory assets under management, 8 employees, and 731 accounts.
Assets Under Management
$954M
Employees
8
Offices
--
Total Clients
230
Primary office
NEWPORT BEACH, CA
500 NEWPORT CENTER DRIVE, STE 500, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.4% of total clients.
Top client categories% of clientsClients
1
HNWI
90.4%
208
2
Corporations
5.7%
13
3
Charitable
3.9%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$954Mas of March 26, 2026
Discretionary100.0%
$954M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$954M
Total Accounts731
10Y AUM Change+$435M (+83.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee29:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.