Maxwell Family Office, LLC

Overview

Maxwell Family Office, LLC operates as a small, family-focused advisory practice that provides portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owner-operated, positioning it to deliver customized wealth management and family office-style services. Its advisory model favors active, discretionary management — the majority of assets are managed under discretionary authority — and the firm charges clients through a mix of percentage-of-assets, fixed fees and other arrangements. Investment emphasis is on publicly traded equities, with a clear preference for exchange-traded instruments as the primary building block of client portfolios. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser. Services are directed at individual and family clients rather than institutional pension consulting or broader capital allocation mandates.

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Public Holdings

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Location & Offices