Stenger Family Office, LLC

RIASEC Registered

Total AUM

$735M

Discretionary

$721M

98% of AUM

Avg account

$321K

Accounts

2,287

Employees

Advisory reps

Firm details

Headquarters: Naperville, Illinois
CRD number: 325089
Registered since: March 3, 2023
Website: www.stengerfamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI82.72%
Individuals15.69%
Pension & Profit Sharing Plans1.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Stenger Family Office, LLC operates as an independent RIA structured as an LLC and registered with the SEC in 2023. The firm presents itself as a family office–style advisory business that also serves institutional clients; it identifies as a capital allocator and provides fee arrangements that include both a percentage of AUM and fixed fees. Advisory services listed in regulatory filings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection of other advisers. The firm does not mark itself as an active ESG investor and reports an affiliation with accounting professionals in its industry relationships. Custody and operational choices indicate a focus on liquid, managed public-market exposures combined with third‑party manager relationships (details of external managers are not disclosed in the filing).