{"url":"https://nivawealth.com/firms/tarbox-family-office-106079","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106079","regulatoryAum":953740765,"crd":"106079","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8136990","suffix":null,"lastName":"Macho","firstName":"Connor","middleName":"Michael"},{"crd":"4795933","suffix":null,"lastName":"NOZZARELLA","firstName":"MICHAEL","middleName":"J"},{"crd":"8103518","suffix":null,"lastName":"Ryan","firstName":"Timothy","middleName":"Joseph"},{"crd":"2280110","suffix":null,"lastName":"SIGLER","firstName":"MARY","middleName":"ELIZABETH"},{"crd":"727947","suffix":null,"lastName":"TARBOX","firstName":"LAURA","middleName":"ANN"},{"crd":"7720813","suffix":null,"lastName":"Xiong","firstName":"Kai","middleName":null}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-22","regulatoryAum":841481772,"clients":147,"employees":11,"offices":2},{"filedOn":"2022-03-18","regulatoryAum":1040216612,"clients":218,"employees":11,"offices":2},{"filedOn":"2023-03-22","regulatoryAum":758756998,"clients":220,"employees":11,"offices":2},{"filedOn":"2024-03-13","regulatoryAum":873623926,"clients":233,"employees":9,"offices":2},{"filedOn":"2025-03-29","regulatoryAum":967175642,"clients":225,"employees":8,"offices":2},{"filedOn":"2026-03-26","regulatoryAum":953740765,"clients":230,"employees":8,"offices":1}],"secFileNumber":"801-27225","legalName":"Tarbox 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tarbox Family Office offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Tarbox Family Office charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Tarbox Family Office use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tarbox Family Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tarbox Family Office invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tarbox Family Office?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tarbox Family Office get paid?","answer":"Tarbox Family Office is paid through a percentage of assets under management, hourly charges and fixed fees. 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