Standard Family Office, LLC

RIASEC RegisteredEst. 2019
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$506M
Accounts
2
Employees
8
Advisory reps
2

Firm details

Headquarters
Sioux Falls, South Dakota
CRD number
301865
Registered since
August 29, 2019
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Standard Family Office, LLC is an SEC-registered limited liability company that describes itself as a family office serving institutional clients. Registered in 2019, the firm operates under a fixed-fee model and lists its primary business activity as other financial product sales, with advisory responsibilities centered on portfolio management for pooled investment vehicles. The firm is not designated as a capital allocator and does not report active ESG investing. It appears structured to work with a small number of large institutional relationships rather than a broad retail base. Industry affiliations tied to the firm include trust company, law firm, and real estate broker relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Matthew Bock

    Chief Executive Officer and Managing MemberCRD 7093178

Contacts

1 of 1
  • Kelsey Huewe

    CRD 7262728

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$99.7M in ETFs

Passive

100%

$99.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$77.1M128,99677.34%

Location

Primary office

Sioux Falls, SD

Minnehaha

Location

Sioux Falls, SD

Headquartered in Sioux Falls, SD, in the Midwest of the United States.

Region
Midwest
County
Minnehaha
Address
7036 S Santa Rosa Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth