Bmo Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated January 28, 2026, reports $10.0B in regulatory assets under management, 130 employees, 6 offices, and 5,101 accounts.
Assets Under Management
$10.0B
Employees
130
Offices
6 offices
Total Clients
73
Primary office
CHICAGO, IL
320 SOUTH CANAL STREET, FLOOR 12, CHICAGO, IL, United States
Top client segmentHNWI represent 95.9% of total clients.
Top client categories% of clientsClients
1
HNWI
95.9%
70
2
Pooled Investment Vehicles
4.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.0Bas of January 28, 2026
Discretionary98.3%
$9.8B
98% of total RAUM98.3%
Non-discretionary1.7%
$166M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.0B
Total Accounts5,101
10Y AUM Change$-2.4B (-19.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees130
Clients per Employee1:1
10Y Employee Change-45 (-25.7%)
* 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.