Tarbox Family Office

Overview

Tarbox Family Office, Inc. is a fee-only wealth management firm providing financial planning and investment management services. The firm is registered with the SEC as an investment adviser and reported $953.7M in regulatory assets under management on its latest Form ADV. Its reported client types include high net worth individuals and charities.

Services

• Financial planning
• Portfolio management for individuals and small businesses
• Portfolio management for institutions
• Selecting other advisers

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (institutions)
• Selecting other advisers

Location

See more firms in Arizona and Phoenix.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 106079), filed 03/26/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.