Tarbox Family Office, Inc.

RIASEC Registered
Total AUM
$954M
Discretionary
$954M
100% of AUM
Avg account
$1.3M
Accounts
731
Employees
8
Advisory reps
6

Firm details

Headquarters
Newport Beach, California
CRD number
106079
Registered since
June 16, 1986
Website
tarbox.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI88.01%
  • Corporations / Businesses9.77%
  • Charitable Organizations2.21%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tarbox Family Office, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1986. The firm positions itself as a capital allocator for both high-net-worth families and institutional clients, offering portfolio management, financial planning, and manager selection services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Tarbox describes its advisory scope to include individual and small-business portfolio management, institutional or business accounts, and the selection of other advisers. The firm was named among the Financial Times’ Top 300 RIA Firms in 2020. Tarbox does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 9%, Cash & Cash Equivalents 2%89%
  • Public Funds/Mutual Funds89%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 51

Active vs passive

$636M in ETFs

Passive

72%

$461M

Active

24%

$176M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$237M309,39237.24%

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
500 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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