Tarbox Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Tarbox Family Office reports 230 clients. They include 208 high-net-worth individuals, 13 corporations and other businesses, and 9 charitable organizations. Of its assets, 100.0% ($954M across 731 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 90% | 88% |
| Charitable organizations | 4% | 2% |
| Corporations and other businesses | 6% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 208 | $839M | 88.0% | $4.04M |
| Charitable organizations | 9 | $21.1M | 2.2% | $2.35M |
| Corporations and other businesses | 13 | $93.2M | 9.8% | $7.17M |
| Total | 230 | $954M | 100% | $4.15M |
- Clients
- 208
- Regulatory AUM
- $839M
- AUM share
- 88.0%
- Avg. per client
- $4.04M
- Clients
- 9
- Regulatory AUM
- $21.1M
- AUM share
- 2.2%
- Avg. per client
- $2.35M
- Clients
- 13
- Regulatory AUM
- $93.2M
- AUM share
- 9.8%
- Avg. per client
- $7.17M
Total
- Clients
- 230
- Regulatory AUM
- $954M
- AUM share
- 100%
- Avg. per client
- $4.15M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Tarbox Family Office charges 0.20%–1.00% a year for its Investment advisory services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning and consulting
- Stand-alone planning or consulting is a negotiable fixed fee of $5,000 to $20,000, or $175 to $600 an hour.
Laura Tarbox owns 50% to 75% of Tarbox Family Office. Laura Tarbox is CEO; the leadership team includes Chief Compliance Officer Mary Sigler. It has 8 employees, 6 of them in advisory roles.
Leadership
Laura TarboxPresident / Chief Executive Officer- Mary SiglerChief Compliance Officer
Michael NozzarellaManaging Director
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 50% to 75% of Tarbox Family Office, Inc.
Laura Tarbox
Control person · since June 1985
- Owns 10% to 25% of Tarbox Family Office, Inc.
Michael Nozzarella
Control person · since January 2006
- Owns 5% to 10% of Tarbox Family Office, Inc.
Mary Sigler
Control person · since January 2016
Tarbox Family Office’s regulatory assets grew from $841M (April 2021) to $954M (March 2026); clients rose from 147 to 230 and employees fell from 11 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $954M | 230 | 8 | 1 |
| March 2025 | $967M | 225 | 8 | 2 |
| March 2024 | $874M | 233 | 9 | 2 |
| March 2023 | $759M | 220 | 11 | 2 |
| March 2022 | $1.04B | 218 | 11 | 2 |
| April 2021 | $841M | 147 | 11 | 2 |
Besides its headquarters, Tarbox Family Office has 0 offices, with 1 listed address in California.
California · 1 listed address
- 500 Newport Center Drive, Ste 500, Newport BeachHQ
Contact and registration details
- Legal name
- Tarbox Family Office, Inc.
- Headquarters
- 500 Newport Center Drive, Ste 500, Newport Beach, CA 92660
- Website
- tarbox.com
- Phone
- 949-721-2330
- @thetarboxgroupinc.
- SEC file
- 801-27225
- Founded
- 1985
- Structure
- California corporation
- Fiscal year end
- December
Tarbox Family Office uses Charles Schwab ($954M) as custodian for its separately managed accounts. Tarbox Family Office has custody of $387M in client assets for 212 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $954M100%
At year end, Tarbox Family Office’s separately managed accounts were mostly in funds (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $698M across 96 positions; the largest are iShares TR (33.3%), iShares TR (8.3%) and American Centy ETF TR (7.0%).
What the accounts hold
- Stocks9%
- Funds89%
- Cash2%
Reported 13F holdings
- $698M
- Reported 13F value
- 96
- Positions
- 74.0%
- In the 10 largest
- +13.4%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF33.3%
- iShares TR · Core S&P Mcp ETF8.3%
- American Centy ETF TR · Avantis Emgmkt7.0%
- J P Morgan Exchange Traded F · Core Plus BD ETF4.2%
- American Centy ETF TR · US Sml CP Valu4.0%
- iShares TR · Core MSCI Eafe4.0%
- American Centy ETF TR · Intl EQT ETF3.8%
- iShares TR · Russell 2000 ETF3.7%
- American Centy ETF TR · Avan Tota EQ ETF3.1%
- American Centy ETF TR · Ava Mid Equ ETF2.8%
Together, the ten largest are 74.0% of reported value.
How many clients does Tarbox Family Office have?
Tarbox Family Office has 230 clients and manages $954 million for them, as of March 2026. They include 208 high-net-worth individuals, 13 corporations and other businesses, and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Tarbox Family Office offer?
Tarbox Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Tarbox Family Office charge?
Tarbox Family Office charges 0.20%–1.00% a year for its Investment advisory services. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A, filed 26 March 2026
Which custodians does Tarbox Family Office use?
Tarbox Family Office’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $954M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Tarbox Family Office have?
Tarbox Family Office has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 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
What does Tarbox Family Office invest in?
At the end of its last fiscal year, Tarbox Family Office’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities and 2% 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 Tarbox Family Office?
Tarbox Family Office’s direct owners are Laura Tarbox (50% to 75%), Michael Nozzarella (10% to 25%) and Mary Sigler (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Tarbox Family Office get paid?
Tarbox Family Office is paid through a percentage of assets under management, hourly charges 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 Tarbox Family Office registered with the SEC?
Yes, Tarbox Family Office has been registered with the SEC as an investment adviser since 16 June 1986. Its CRD number is 106079 and its SEC file number is 801-27225.
Source: Form ADV Part 1A, Item 1, filed 26 March 2026; IAPD firm record
How do I contact Tarbox Family Office?
Tarbox Family Office’s main office is at 500 Newport Center Drive, Ste 500, Newport Beach, CA 92660. Its phone number is 949-721-2330. Its website is tarbox.com.