Michels Family Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 2, 2026, reports $348M in regulatory assets under management, 8 employees, 1 office, and 1,391 accounts.
Assets Under Management
$348M
Employees
8
Offices
1 office
Total Clients
410
Primary office
FORT WORTH, TX
6000 WESTERN PLACE, SUITE 380, FORT WORTH, TX, United States
Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
343
2
HNWI
16.3%
67
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$348Mas of March 2, 2026
Discretionary100.0%
$348M
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.
Total AUM$348M
Total Accounts1,391
10Y AUM Change+$348M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee51:1
10Y Employee Change+6 (+300.0%)
* 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.