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Standard Family Office

Private funds

Sioux Falls, SDCRD 301865Updated

Standard Family Office is an investment adviser based in Sioux Falls, SD, registered with the SEC since 2019. It provides investment management. Its clients include pooled investment vehicles. Its regulatory assets under management total $1.01 billion, as filed on 29 July 2026.

2
Clients
Not reported
AUM per individual client
1
Advisory staff
1
Offices

From Form ADV filed 29 July 2026SEC record

Services and clients

Standard Family Office provides portfolio management for pooled vehicles. The firm advises 2 private funds.

Standard Family Office reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1.01B across 2 accounts) are managed with discretion.

Clients and assets by client type
Clients2 clients
Assets$1.01B
Share of clients and assets by client type
Client typeClientsAssets
Pooled investment vehicles100%100%
Client breakdown and activity details
Pooled investment vehicles
Clients
2
Regulatory AUM
$1.01B
AUM share
100.0%
Avg. per client
$506M

Total

Clients
2
Regulatory AUM
$1.01B
AUM share
100%
Avg. per client
$506M
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
2

Fees and minimums

Standard Family Office is paid through fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Standard Holdings, LLC owns 75% or more of Standard Family Office and is in turn owned by Matthew Bock (75% or more). Matthew Bock is CEO; the leadership team includes Chief Compliance Officer Kelsey Olson. It has 8 employees, 1 of them in advisory roles.

Leadership

  • Matthew Bock
    Chief Executive Officer and Managing Member
  • Kelsey Olson
    Chief Compliance Officer

Staff

  • 8 employees
  • 1 in advisory functions
Who owns the firm
Standard Family Office, LLC· the adviser
  • Standard Holdings, LLC

    Control person · since March 2019

    Owns 75% or more of Standard Family Office, LLC
    • Matthew Bock

      Control person · since December 2018

      Owns 75% or more of Standard Holdings, LLC

Growth and acquisitions

Standard Family Office’s regulatory assets fell from $1.47B (March 2021) to $1.01B (July 2026); clients fell from 5 to 2 and employees rose from 5 to 8.

By annual filing
Measure
Figures from each annual filing
Standard Family Office figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
July 2026$1.01B281
May 2025$977M271
March 2024$922M261
March 2023$868M261
February 2022$1.45B461
March 2021$1.47B551

Offices and registration details

Besides its headquarters, Standard Family Office has 0 offices, with 1 listed address in South Dakota.

Listed office addresses in South Dakota
Sioux Falls

South Dakota · 1 listed address

  • 7036 South Santa Rosa Court, Suite 103, Sioux FallsHQ

Contact and registration details

Legal name
Standard Family Office, LLC
Headquarters
7036 South Santa Rosa Court, Suite 103, Sioux Falls, SD 57108
Website
Not reported
SEC file
801-117264
Structure
South Dakota LLC
Fiscal year end
December

Custodians

Standard Family Office has custody of $1.01B in client assets for 2 clients.

Investments and reported holdings

Standard Family Office’s reported 13F holdings for the quarter ended 30 June 2026 total $114M across 31 positions; the largest are Vanguard Index Fds (77.9%), Vanguard Intl Equity Index F (10.5%) and Invesco Exchange Traded FD T (7.4%).

Reported 13F holdings

$114M
Reported 13F value
31
Positions
98.3%
In the 10 largest
+17.6%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Vanguard Index Fds · S&P 500 ETF Shs77.9%
  2. Vanguard Intl Equity Index F · FTSE Emr Mkt ETF10.5%
  3. Invesco Exchange Traded FD T · S&P500 Eql Wgt7.4%
  4. Select Sector SPDR TR · State Street Tec0.6%
  5. Apple Inc.0.5%
  6. iShares TR · Rus MD CP GR ETF0.4%
  7. Nvidia Corporation0.4%
  8. Alphabet Inc. · Cap Stk CL C0.3%
  9. Microsoft Corp.0.2%
  10. Visa Inc. · Com CL A0.2%

Together, the ten largest are 98.3% of reported value.

The 31 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 13 August 2026

Common questions

How many clients does Standard Family Office have?

Standard Family Office has 2 clients and manages $1.01 billion for them, as of July 2026. They include 2 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026

What services does Standard Family Office offer?

Standard Family Office provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Standard Family Office have?

Standard Family Office has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Standard Family Office?

Standard Family Office is owned through a holding company by Matthew Bock. Its direct owner is Standard Holdings, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026

How does Standard Family Office get paid?

Standard Family Office is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Standard Family Office?

Standard Family Office’s main office is at 7036 South Santa Rosa Court, Suite 103, Sioux Falls, SD 57108. Its phone number is 605-496-7760.

Source: Form ADV Part 1A, Item 1.F, filed 29 July 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 29 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 301865.
  3. SEC registered adviser data, annual Form ADV amendments filed 1 March 2021 to 29 July 2026. Items 1.F and 5.
  4. Form 13F-HR, filed 13 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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