Tarbox Family Office, Inc.
- Regulatory AUM
- $954M
- Discretionary
- $954M
- Clients
- 230
- Avg AUM / client
- $4.1M
- Accounts
- 731
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Investments (13F portfolio — 95 positions, $615,760,554)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $204,874,657 | 313,643 | 33.3% | 21.5% |
| 2 | Ishares Tr | CORE S&P MCP ETF | $56,186,889 | 832,029 | 9.12% | 5.89% |
| 3 | American Centy Etf Tr | AVANTIS EMGMKT | $41,647,809 | 516,850 | 6.76% | 4.37% |
| 4 | J P Morgan Exchange Traded F | CORE PLUS BD ETF | $28,145,254 | 597,818 | 4.57% | 2.95% |
| 5 | Ishares Tr | CORE MSCI EAFE | $26,448,733 | 292,154 | 4.3% | 2.77% |
| 6 | American Centy Etf Tr | INTL EQT ETF | $25,094,211 | 295,783 | 4.08% | 2.63% |
| 7 | American Centy Etf Tr | US SML CP VALU | $24,509,907 | 221,869 | 3.98% | 2.57% |
| 8 | Ishares Tr | RUSSELL 2000 ETF | $21,645,445 | 87,280 | 3.52% | 2.27% |
| 9 | American Centy Etf Tr | AVANTIS TOTAL EQ | $18,685,870 | 397,466 | 3.03% | 1.96% |
| 10 | Vanguard Index Fds | MID CAP ETF | $14,431,135 | 50,251 | 2.34% | 1.51% |
| 11 | Ishares Inc | CORE MSCI EMKT | $11,701,034 | 167,757 | 1.9% | 1.23% |
| 12 | American Centy Etf Tr | AVANTIS US MID C | $11,606,135 | 160,661 | 1.88% | 1.22% |
| 13 | Vanguard Index Fds | LARGE CAP ETF | $11,471,459 | 38,385 | 1.86% | 1.2% |
| 14 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $11,390,435 | 210,739 | 1.85% | 1.19% |
| 15 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $10,214,404 | 159,401 | 1.66% | 1.07% |
| 16 | Ishares Tr | CORE S&P SCP ETF | $9,800,447 | 78,839 | 1.59% | 1.03% |
| 17 | Abbvie Inc | COM | $9,487,746 | 43,624 | 1.54% | 0.99% |
| 18 | Apple Inc | COM | $5,820,105 | 22,933 | 0.95% | 0.61% |
| 19 | Abbott Laboratories | COM | $5,287,589 | 51,501 | 0.86% | 0.55% |
| 20 | Ishares Tr | MSCI EAFE ETF | $4,747,969 | 48,883 | 0.77% | 0.5% |
| 21 | Deere & Co | COM | $3,643,462 | 6,468 | 0.59% | 0.38% |
| 22 | Berkshire Hathaway Inc Del | CL A | $3,590,700 | 5 | 0.58% | 0.38% |
| 23 | Us Bancorp | COM NEW | $2,543,966 | 48,913 | 0.41% | 0.27% |
| 24 | Ppg Inds Inc | COM | $2,267,133 | 21,212 | 0.37% | 0.24% |
| 25 | Microsoft Corp | COM | $2,233,965 | 6,035 | 0.36% | 0.23% |
Top 25 of 95 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 208 | $839M | 88.0% |
| Charitable organizations | 9 | $21.1M | 2.21% |
| Corporations and other businesses | 13 | $93.2M | 9.77% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Laura Ann Tarbox | President / Chief Executive Officer | CFP | Jun 1985 (41y) | 50% – 75% |
| Michael J Nozzarella | Managing Director | CFP | Apr 2004 (22y) | 10% – 25% |
| Mary Elizabeth Sigler | Chief Compliance Officer | CFA | Feb 2014 (12y) | 5% – 10% |
| Kai Xiong | Registered representative | CFA | Apr 2023 (3y) | |
| Connor Michael Macho | Registered representative | Aug 2025 (1y) | ||
| Timothy Joseph Ryan | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $954M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗