Arrowroot Family Office, Llc
- Regulatory AUM
- $431M
- Discretionary
- $368M
- Clients
- 1,415
- Avg AUM / client
- $304K
- Accounts
- 1,416
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 818 | $79.0M | 18.4% |
| High net worth individuals | 595 | $326M | 75.8% |
| Pooled investment vehicles (non-investment companies) | 2 | $8.0M | 1.87% |
| Pension and profit sharing plans | Fewer than 5 clients | $17.3M | 4.01% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $7.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ladrillo Fund, Llc | Hedge Fund | Delaware | $3.8M | 16 |
| Arrowroot Real Estate Fund Ii Lp | Real Estate Fund | Delaware | $3.4M | 24 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roberto Francisco Santos | Chief Executive Officer & Chief Compliance Officer | Aug 2013 (13y) | ≈ 56.25% – 100% via Vitreous Partners Holdings, Llc | |
| Irene Gerasimos Apergis | Chief Operating Officer | May 2017 (9y) | Less than 5% | |
| Mark Ryan Mccarron | Managing Member | CFP | Dec 2020 (6y) | 10% – 25% |
| Diane Lynn Young | Registered representative | Feb 2022 (5y) | ||
| Matthew Scott Mc Ewen | Registered representative | Jul 2022 (4y) | ||
| Crystal Annette Mcmahon | Registered representative | CFP | Dec 2023 (3y) | |
| Susan Schmidt Bryant | Registered representative | Oct 2024 (2y) | ||
| Michael Murray Knittel | Registered representative | Dec 2024 (2y) | ||
| Ignatius Lee Jackson | Registered representative | Personal Financial Specialist | Jan 2025 (2y) | |
| Michael Rodolfo Milla Villarica | Registered representative | Apr 2025 (1y) | ||
| Rachel Paige Young | Registered representative | May 2025 (1y) | ||
| James Merchant Capparelli | Registered representative | Aug 2025 (1y) | ||
| Matthew John Marshall | Registered representative | Jan 2026 (1y) | ||
| Sara Elizabeth Frazier | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vitreous Partners Holdings, Llc | Member | May 2014 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Roberto Francisco Santos: 75% – 100% of Vitreous Partners Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Private funds (2, $7.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ladrillo Fund, Llc | Hedge Fund | $3.8M | $25.0K | 16 |
| Arrowroot Real Estate Fund Ii Lp | Real Estate Fund | $3.4M | $250K | 24 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $396M (92% of AUM) Mar 2026
- Equity Trust Company $35.4M (20% of AUM) Feb 2023
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 30, 2026.
View current Form ADV (SEC/IAPD) ↗