Standard Family Office, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 2
- Avg AUM / client
- $506M
- Accounts
- 2
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Investments (13F portfolio — 31 positions, $96,779,281)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $77,081,560 | 128,996 | 79.6% | 7.62% |
| 2 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $10,796,325 | 199,747 | 11.2% | 1.07% |
| 3 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $4,805,677 | 25,040 | 4.97% | 0.48% |
| 4 | Apple Inc | COM | $506,565 | 1,996 | 0.52% | 0.05% |
| 5 | Select Sector Spdr Tr | STATE STREET TEC | $463,555 | 3,488 | 0.48% | 0.05% |
| 6 | Ishares Tr | RUS MD CP GR ETF | $422,796 | 3,300 | 0.44% | 0.04% |
| 7 | Nvidia Corporation | COM | $348,800 | 2,000 | 0.36% | 0.03% |
| 8 | Alphabet Inc | CAP STK CL C | $253,584 | 884 | 0.26% | 0.03% |
| 9 | Microsoft Corp | COM | $228,025 | 616 | 0.24% | 0.02% |
| 10 | Visa Inc | COM CL A | $184,971 | 612 | 0.19% | 0.02% |
| 11 | Amazon Com Inc | COM | $179,112 | 860 | 0.19% | 0.02% |
| 12 | Jpmorgan Chase & Co | COM | $169,436 | 576 | 0.18% | 0.02% |
| 13 | Ishares Tr | RUS 1000 GRW ETF | $162,032 | 380 | 0.17% | 0.02% |
| 14 | State Str Spdr S&P 500 Etf T | TR UNIT | $136,571 | 210 | 0.14% | 0.01% |
| 15 | Union Pac Corp | COM | $104,812 | 432 | 0.11% | 0.01% |
| 16 | Home Depot Inc | COM | $97,351 | 296 | 0.1% | 0.01% |
| 17 | Unitedhealth Group Inc | COM | $87,671 | 324 | 0.09% | 0.01% |
| 18 | Aflac Inc | COM | $80,747 | 736 | 0.08% | 0.01% |
| 19 | Ecolab Inc | COM | $73,422 | 276 | 0.08% | 0.01% |
| 20 | Berkshire Hathaway Inc Del | CL B NEW | $70,922 | 148 | 0.07% | 0.01% |
| 21 | Thermo Fisher Scientific Inc | COM | $70,780 | 144 | 0.07% | 0.01% |
| 22 | Abbvie Inc | COM | $70,467 | 324 | 0.07% | 0.01% |
| 23 | Oracle Corp | COM | $70,024 | 476 | 0.07% | 0.01% |
| 24 | Johnson & Johnson | COM | $63,554 | 260 | 0.07% | 0.01% |
| 25 | Vanguard Index Fds | REAL ESTATE ETF | $62,445 | 704 | 0.06% | 0.01% |
Top 25 of 31 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 |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $1.0B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $922M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ironwood Four Capital, Llc | Hedge Fund | South Dakota | $491M | 9 |
| Gs Capital, Llc | Hedge Fund | South Dakota | $431M | 7 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bock, Matthew, Patrick | Chief Executive Officer And Managing Member | Dec 2018 (8y) | ≈ 56.25% – 100% via Standard Holdings, Llc | |
| Olson, Kelsey, Lynn | Chief Compliance Officer | May 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Standard Holdings, Llc | Owner | Mar 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bock, Matthew, Patrick: 75% – 100% of Standard 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, $922M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ironwood Four Capital, Llc | Hedge Fund | $491M | $15.0M | 9 |
| Gs Capital, Llc | Hedge Fund | $431M | $1.0M | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.34 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
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗