Stenger Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, family office services, insurance, tax planning, and tax preparation. Financial planning was provided to 1,000 clients last fiscal year.
Stenger Family Office reports 887 clients. They include 578 individual clients, 307 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 98.0% ($721M across 2,250 accounts) are managed with discretion; $14.4M across 37 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 16% |
| High-net-worth individuals | 35% | 83% |
| Pension and profit-sharing plans | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 578 | $115M | 15.7% | $199K |
| High-net-worth individuals | 307 | $608M | 82.7% | $1.98M |
| Pension and profit-sharing plans | Fewer than 5 | $11.7M | 1.6% | $5.84M |
| Total | 887 | $735M | 100% | — |
- Clients
- 578
- Regulatory AUM
- $115M
- AUM share
- 15.7%
- Avg. per client
- $199K
- Clients
- 307
- Regulatory AUM
- $608M
- AUM share
- 82.7%
- Avg. per client
- $1.98M
- Clients
- Fewer than 5
- Regulatory AUM
- $11.7M
- AUM share
- 1.6%
- Avg. per client
- $5.84M
Total
- Clients
- 887
- Regulatory AUM
- $735M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Stenger Family Office is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a negotiable fixed fee of up to $5,000 for a financial plan, or up to $500 an hour.
- Pension Consulting
- Pension consulting is charged at 0.50% to 1% of the plan assets advised on, is negotiable, and is paid quarterly in arrears.
Nicholas Stenger owns 75% or more of Stenger Family Office. The leadership team of Stenger Family Office includes Chief Compliance Officer Julia Foran. It has 10 employees, 7 of them in advisory roles.
Leadership
- Julia ForanChief Compliance Officer
- Nicholas StengerManaging Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 7 in advisory functions
- 8 state-registered reps
- 1 insurance agent
- Owns 75% or more of Stenger Family Office, LLC
Nicholas Stenger
Control person · since March 2023
Stenger Family Office’s regulatory assets grew 4.1× from $181M (July 2023) to $735M (July 2026); clients rose from 347 to 887 and employees from 4 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $735M | 887 | 10 | 4 |
| June 2025 | $433M | 589 | 11 | 3 |
| July 2024 | $321M | 438 | 9 | 2 |
| July 2023 | $181M | 347 | 4 | 2 |
Besides its headquarters, Stenger Family Office has 3 offices, with 4 listed addresses in Illinois, Louisiana and Texas.
Illinois · 2 listed addresses
- Naperville Financial Center, 400 East Diehl Road, Suite 550, NapervilleHQ
- 150 N Riverside Plaza, Chicago
Louisiana · 1 listed address
- 445 North Boulevard, Baton Rouge
Texas · 1 listed address
- 1700 City Plaza Drive, Spring
Contact and registration details
- Legal name
- Stenger Family Office, LLC
- Headquarters
- Naperville Financial Center, 400 East Diehl Road, Suite 550, Naperville, IL 60563
- Website
- stengerfamilyoffice.com
- Phone
- 630-912-8295
- @stenger-family-office
- SEC file
- 801-127416
- Structure
- Delaware LLC
- Fiscal year end
- December
Stenger Family Office uses Charles Schwab ($721M) as custodian for its separately managed accounts. Stenger Family Office does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $721M100%
At year end, Stenger Family Office’s separately managed accounts were mostly in stocks (61%) and funds (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $629M across 132 positions; the largest are Wisdomtree TR (7.6%), Tidal Trust I (5.6%) and Nvidia Corporation (5.0%).
What the accounts hold
- Stocks61%
- Funds36%
- Cash3%
Reported 13F holdings
- $629M
- Reported 13F value
- 132
- Positions
- 44.3%
- In the 10 largest
- +11.2%
- Value vs. prior quarter
- Wisdomtree TR · Floatng Rat Trea7.6%
- Tidal Trust I · Fund Gran US ETF5.6%
- Nvidia Corporation5.0%
- Microsoft Corp.4.8%
- Apple Inc.4.7%
- Wisdomtree TR · US Qtly Div Grt4.4%
- JPMORGAN Chase & CO3.7%
- Amazon Com Inc.3.0%
- First TR Exchng Traded FD VI · Actv Fctr Lgcp2.8%
- Alphabet Inc. · Cap Stk CL A2.7%
Together, the ten largest are 44.3% of reported value.
How many clients does Stenger Family Office have?
Stenger Family Office has 887 clients and manages $735 million for them, as of July 2026. They include 578 individual clients, 307 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Stenger Family Office offer?
Stenger Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, family office services, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Stenger Family Office use?
Stenger Family Office’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $721M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026
How many financial advisors does Stenger Family Office have?
Stenger Family Office has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stenger Family Office invest in?
At the end of its last fiscal year, Stenger Family Office’s separately managed accounts held 61% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs) and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stenger Family Office?
Stenger Family Office’s direct owner is Nicholas Stenger (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Stenger Family Office get paid?
Stenger Family Office is paid through a percentage of assets under management and 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
Is Stenger Family Office registered with the SEC?
Yes, Stenger Family Office has been registered with the SEC as an investment adviser since 3 March 2023. Its CRD number is 325089 and its SEC file number is 801-127416.
Source: Form ADV Part 1A, Item 1, filed 21 July 2026; IAPD firm record
How do I contact Stenger Family Office?
Stenger Family Office’s main office is at Naperville Financial Center, 400 East Diehl Road, Suite 550, Naperville, IL 60563. Its phone number is 630-912-8295. Its website is stengerfamilyoffice.com.