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TARBOX FAMILY OFFICE, INC.

NEWPORT BEACH, CA · CRD 106079 · IAPD ↗ · tarbox.com · 949-721-2330

$953.7MRegulatory AUM
6Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — TARBOX FAMILY OFFICE, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — TARBOX FAMILY OFFICE, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.