Tfo Family Office Partners, Llc
SEC-registered
Multi-Family Office · Mid-sized ($1B–$10B)
CRD 159440
· SEC file 801-72840
· Phoenix, AZ
· www.facebook.com
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ADV data as of Jun 24, 2026
- Regulatory AUM
- $5.0B
- Discretionary
- $5.0B
- Clients
- 306
- Avg AUM / client
- $16.5M
- Accounts
- 1,939
- Employees
- 88
AUM over time
$0
$5.0B
Nov 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $9.8M | 0.19% |
| High net worth individuals | 231 | $5.0B | 98.4% |
| Charitable organizations | 61 | $69.3M | 1.37% |
People (29)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Edward Erblich | Director, Chairman, Partner, Ceo, Secretary And Treasurer | Oct 2011 (15y) | Less than 5% | |
| Scott Michael Horn | President | Dec 2011 (15y) | Less than 5% | |
| Schwarz, Patricia, Sue | Chief Compliance Officer | Jan 2013 (14y) | Less than 5% | |
| Delp, Cleves, Richard | Trustee | Jan 2023 (4y) | GP / trustee / elected manager of Msjmr Trust (indirect) | |
| Brittany Leigh Genzale | Registered representative | Jan 2012 (15y) | ||
| Damon Todd Miller | Registered representative | Jan 2012 (15y) | ||
| David Allen Bloom | Registered representative | Jan 2012 (15y) | ||
| Jacqueline Fischl Weflen | Registered representative | Jan 2012 (15y) | ||
| Jill Anne Herbert | Registered representative | Jan 2012 (15y) | ||
| Kim Kyung Nan Llumiquinga | Registered representative | Jan 2012 (15y) | ||
| Mason Gabriel Longstreth | Registered representative | CFP Personal Financial Specialist | Jan 2012 (15y) | |
| Charles Robert Carroll | Registered representative | CFA | Jan 2012 (15y) | |
| Emily Elizabeth Bolick | Registered representative | CFP | Jul 2013 (13y) | |
| Connor Charles Humphrey | Registered representative | CFP | Dec 2015 (11y) | |
| Donald Richard Scott | Registered representative | Jun 2016 (10y) | ||
| William Marshall Cummings | Registered representative | CFP | Jun 2021 (5y) | |
| Jake Ryan Moller | Registered representative | CFP | Aug 2021 (5y) | |
| Lucas Rosito Jung Severo | Registered representative | CFP | Aug 2021 (5y) | |
| Clayton Jeffrey Caupp | Registered representative | Feb 2022 (4y) | ||
| Zachary Alan Grant | Registered representative | CFP | Mar 2022 (4y) | |
| James Theodore Tegeler | Registered representative | CFP | Mar 2022 (4y) | |
| Brian Terrence Poe | Registered representative | CFP Chartered Financial Consultant | Mar 2022 (4y) | |
| Meili Cathleen Barlow | Registered representative | CFA | May 2022 (4y) | |
| Caleb Gideon Rutter | Registered representative | CFP | Oct 2022 (4y) | |
| Megan Midori Kawasaki Mason | Registered representative | CFP | Dec 2022 (4y) | |
| Kevin Dennis Cowan | Registered representative | Feb 2023 (3y) | ||
| Emily Ann Aepelbacher | Registered representative | CFP | Oct 2023 (3y) | |
| Benjamin Lewis Buri | Registered representative | Nov 2023 (3y) | ||
| Casey Stearns | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tfo Partners, Inc. | Shareholder | Jan 2023 | A | 75% or more |
| Game 6 Holdings, Llc | Shareholder | Jan 2023 | B | ≈ 18.75% – 50% via Tfo Partners, Inc. |
| Msjmr Trust | Shareholder | Jan 2023 | B | ≈ 18.75% – 50% via Tfo Partners, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Game 6 Holdings, Llc: 25% – 50% of Tfo Partners, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Msjmr Trust: 25% – 50% of Tfo Partners, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 06/24/2026 | 1.16 MB | 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
- • Other fees
- • PERCENTAGE OF NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $4.9B (97% of AUM) Jun 2026
- BNY Mellon $746M (22% of AUM) Oct 2020
- The Vanguard Group, Inc. $474M (20% of AUM) Jun 2018
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: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗