Stenger Family Office, Llc
- Regulatory AUM
- $735M
- Discretionary
- $721M
- Clients
- 887
- Avg AUM / client
- $829K
- Accounts
- 2,287
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 578 | $115M | 15.7% |
| High net worth individuals | 307 | $608M | 82.7% |
| Pension and profit sharing plans | 2 | $11.7M | 1.59% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darin Bond Roth | Managing Member And Chief Compliance Officer | Mar 2023 (3y) | 10% – 25% | |
| Nicholas David Stenger | Managing Member | Mar 2023 (3y) | 75% or more | |
| Julia Patricia Foran | Registered representative | Jun 2023 (3y) | ||
| Audrey Elise Feldpausch | Registered representative | CFP | Nov 2023 (3y) | |
| Jake Allen Ranostaj | Registered representative | May 2025 (1y) | ||
| Lyndin Marie Simpson | Registered representative | Jun 2025 (1y) | ||
| Ethan Maxwell Willett | Registered representative | Feb 2026 (0y) | ||
| James Allan Bailey | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 15% 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) | 07/13/2026 | 1000 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $721M (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗