TFO Family Office Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 11–25 clients last fiscal year.
TFO Family Office Partners reports 306 clients. They include 231 high-net-worth individuals, 61 charitable organizations and 14 individual clients. Of its assets, 99.5% ($5.01B across 1,927 accounts) are managed with discretion; $23.6M across 12 accounts are not. Of its clients, 1% are outside the U.S. It advised 14 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 5% | <1% |
| High-net-worth individuals | 75% | 98% |
| Charitable organizations | 20% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 14 | $9.77M | 0.2% | $698K |
| High-net-worth individuals | 231 | $4.96B | 98.4% | $21.5M |
| Charitable organizations | 61 | $69.3M | 1.4% | $1.14M |
| Total | 306 | $5.04B | 100% | $16.5M |
- Clients
- 14
- Regulatory AUM
- $9.77M
- AUM share
- 0.2%
- Avg. per client
- $698K
- Clients
- 231
- Regulatory AUM
- $4.96B
- AUM share
- 98.4%
- Avg. per client
- $21.5M
- Clients
- 61
- Regulatory AUM
- $69.3M
- AUM share
- 1.4%
- Avg. per client
- $1.14M
Total
- Clients
- 306
- Regulatory AUM
- $5.04B
- AUM share
- 100%
- Avg. per client
- $16.5M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 14
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
TFO Family Office Partners charges up to 1.25% for its Investment Management. The brochure does not state whether the rate is annual. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Fixed fees typically range from $5,000 to $300,000 and hourly fees from $150 to $1,200, depending on the nature and complexity of the client's circumstances.
- Family Office Advisory Consulting
- Family office advisory consulting fees are a percentage of client assets under management, up to a maximum of 1.00%.
Tfo Partners, Inc. owns 75% or more of TFO Family Office Partners and is in turn owned by Game 6 Holdings, LLC (50–75%) and MSJMR 2008 Irrevocable Trust (25–50%). The leadership team of TFO Family Office Partners includes President Scott Horn, Chief Investment Officer Charles Carroll and Chief Operating Officer Brittany Genzale. It has 88 employees, 47 of them in advisory roles.
Leadership
- Scott HornPresident
- Brittany GenzaleChief Operating Officer
- Patricia SchwarzChief Compliance Officer
- Charles CarrollChief Investment Officer
- Christopher ErblichDirector, Chairman, Partner, CEO, Secretary and Treasurer
Investment adviser representatives
27 representatives listed in the SEC register as of 9 October 2026.
- Emily Ann Aepelbacher
- Meili Cathleen Barlow
- David Allen Bloom
- Emily Elizabeth Bolick
- Benjamin Lewis Buri
- Charles Robert Carroll
- Clayton Jeffrey Caupp
- Kevin Dennis Cowan
- William Marshall Cummings
- Christopher Edward Erblich
- Brittany Leigh Genzale
- Zachary Alan Grant
- Jill Anne Herbert
- Scott Michael Horn
- Connor Charles Humphrey
- Megan Midori Kawasaki-Mason
- Kim Kyung Nan Llumiquinga
- Mason Gabriel Longstreth
- Damon Todd Miller
- Jake Ryan Moller
- Brian Terrence Poe
- Caleb Gideon Rutter
- Donald Richard Scott
- Lucas Rosito Jung Severo
- casey stearns
- James Theodore Tegeler
- Jacqueline Fischl Weflen
Staff
- 88 employees
- 47 in advisory functions
- 27 state-registered reps
- Owns 75% or more of Tfo Family Office Partners, LLC
Tfo Partners, Inc.
Control person · since January 2023
- Owns 50% to 75% of Tfo Partners, Inc.
Game 6 Holdings, LLC
Control person · since January 2023
Christopher Erblich
Manager · Control person · since January 2023
Games 6 Trust
Member · Control person · since December 2020
Tfo Trust Company, LLC
Trustee · Control person · since January 2023
- Owns 25% to 50% of Tfo Partners, Inc.
MSJMR 2008 Irrevocable Trust
Control person · since January 2023
Cleves Delp
Trustee · Control person · since December 2009
- Owns 5% to 10% of Tfo Family Office Partners, LLC
Brick Bridge LLC
since October 2025
- Owns 75% or more of Brick Bridge LLC
Scott Horn
Control person · since August 2025
- Owns 5% to 10% of Tfo Family Office Partners, LLC
The Faithful Life LLC
since October 2025
- Owns 75% or more of The Faithful Life LLC
Damon Miller
Control person · since August 2025
TFO Family Office Partners’ regulatory assets grew 1.7× from $2.89B (July 2021) to $5.04B (September 2026); clients rose from 166 to 306 and employees from 44 to 88.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $5.04B | 306 | 88 | 3 |
| April 2025 | $4.17B | 292 | 80 | 3 |
| May 2024 | $3.82B | 259 | 75 | 3 |
| August 2023 | $3.34B | 236 | 64 | 3 |
| June 2022 | $3.58B | 193 | 53 | 3 |
| July 2021 | $2.89B | 166 | 44 | 3 |
Besides its headquarters, TFO Family Office Partners has 2 offices (2 private residences, listed without an address), with 1 listed address in Arizona.
Arizona · 1 listed address
- 5060 North 40th Street, Suite 200, PhoenixHQ
Contact and registration details
- Legal name
- Tfo Family Office Partners, LLC
- Headquarters
- 5060 North 40th Street, Suite 200, Phoenix, AZ 85018
- Website
- tfofamilyoffice.com
- Phone
- 602-466-2611
- @tfofamilyoffice
- SEC file
- 801-72840
- Structure
- Arizona LLC
- Fiscal year end
- December
TFO Family Office Partners uses Charles Schwab ($4.9B) as custodian for its separately managed accounts. TFO Family Office Partners has custody of $1.68B in client assets for 265 clients.
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $4.9B100%
At year end, TFO Family Office Partners’ separately managed accounts were mostly in funds (61%) and stocks (37%).
What the accounts hold
- Stocks37%
- Funds61%
- Bonds1%
- Cash1%
How many clients does TFO Family Office Partners have?
TFO Family Office Partners has 306 clients and manages $5.04 billion for them, as of September 2026. They include 231 high-net-worth individuals, 61 charitable organizations and 14 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does TFO Family Office Partners offer?
TFO Family Office Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does TFO Family Office Partners charge?
TFO Family Office Partners charges up to 1.25% for its Investment Management. The brochure does not state whether the rate is annual. The fee is negotiable.
Source: TFO FAMILY OFFICE PARTNERS FORM ADV PART 2A, filed 15 September 2026
Which custodians does TFO Family Office Partners use?
TFO Family Office Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $4.9B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does TFO Family Office Partners have?
TFO Family Office Partners has 27 investment adviser representatives registered with state securities authorities, out of 88 employees, and 47 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 TFO Family Office Partners invest in?
At the end of its last fiscal year, TFO Family Office Partners’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities, 1% state and local bonds and 1% 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 TFO Family Office Partners?
TFO Family Office Partners is owned through holding companies by Scott Horn and Damon Miller. Its direct owners are Tfo Partners, Inc. (75% or more), Brick Bridge LLC (5% to 10%) and the Faithful Life LLC (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does TFO Family Office Partners get paid?
TFO Family Office Partners is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 TFO Family Office Partners registered with the SEC?
Yes, TFO Family Office Partners has been registered with the SEC as an investment adviser since 8 November 2011. Its CRD number is 159440 and its SEC file number is 801-72840.
Source: Form ADV Part 1A, Item 1, filed 15 September 2026; IAPD firm record
How do I contact TFO Family Office Partners?
TFO Family Office Partners’ main office is at 5060 North 40th Street, Suite 200, Phoenix, AZ 85018. Its phone number is 602-466-2611. Its website is tfofamilyoffice.com.