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TFO FAMILY OFFICE PARTNERS, LLC, CRD 159440
PHOENIX, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JILL ANNE HERBERT | n/a | PHOENIX, AZ | 14 | 22 | 2 | no |
| DAMON TODD MILLER | n/a | PHOENIX, AZ | 14 | 20 | 2 | no |
| KIM KYUNG NAN LLUMIQUINGA | n/a | PHOENIX, AZ | 14 | 22 | 2 | no |
| JACQUELINE FISCHL WEFLEN | n/a | PHOENIX, AZ | 14 | 18 | 1 | no |
| BRITTANY LEIGH GENZALE | n/a | PHOENIX, AZ | 14 | 20 | 2 | no |
| MASON GABRIEL LONGSTRETH | Certified Financial Planner|Personal Financial Specialist | PHOENIX, AZ | 14 | 19 | 2 | no |
| DAVID ALLEN BLOOM | n/a | PHOENIX, AZ | 14 | 17 | 1 | no |
| CHARLES ROBERT CARROLL | Chartered Financial Analyst | PHOENIX, AZ | 14 | 31 | 2 | no |
| SCOTT MICHAEL HORN | n/a | PHOENIX, AZ | 14 | 23 | 2 | no |
| EMILY ELIZABETH BOLICK | Certified Financial Planner | PHOENIX, AZ | 13 | 14 | n/a | no |
| CONNOR CHARLES HUMPHREY | Certified Financial Planner | PHOENIX, AZ | 10 | 16 | 2 | no |
| William Marshall Cummings | Certified Financial Planner | PHOENIX, AZ | 5 | 10 | 1 | no |
| Jake Ryan Moller | Certified Financial Planner | PHOENIX, AZ | 5 | 14 | 1 | no |
| Lucas Rosito Jung Severo | Certified Financial Planner | PHOENIX, AZ | 5 | 15 | n/a | no |
| Clayton Jeffrey Caupp | n/a | PHOENIX, AZ | 4 | 15 | 1 | no |
| Zachary Alan Grant | Certified Financial Planner | PHOENIX, AZ | 4 | 10 | 1 | no |
| JAMES THEODORE TEGELER | Certified Financial Planner | PHOENIX, AZ | 4 | 28 | 1 | no |
| BRIAN TERRENCE POE | Certified Financial Planner|Chartered Financial Consultant | PHOENIX, AZ | 4 | 23 | 4 | no |
| MEILI CATHLEEN BARLOW | Chartered Financial Analyst | PHOENIX, AZ | 4 | 11 | n/a | no |
| Caleb Gideon Rutter | Certified Financial Planner | PHOENIX, AZ | 3 | 12 | n/a | no |
| MEGAN MIDORI KAWASAKI-MASON | Certified Financial Planner | PHOENIX, AZ | 3 | 13 | 1 | no |
| KEVIN DENNIS COWAN | Certified Financial Planner | PHOENIX, AZ | 3 | 11 | 1 | no |
| EMILY ANN AEPELBACHER | Certified Financial Planner | PHOENIX, AZ | 2 | 12 | 1 | no |
| Benjamin Lewis Buri | n/a | PHOENIX, AZ | 2 | 14 | n/a | no |
| casey stearns | n/a | PHOENIX, AZ | 1 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ERBLICH, CHRISTOPHER, EDWARD | DIRECTOR, CHAIRMAN, PARTNER, CEO, SECRETARY AND TREASURER | Na | yes | 10/2011 | Jun 24, 2026 | Jun 24, 2026 |
| HORN, SCOTT, MICHAEL | President | Na | yes | 12/2011 | Jun 24, 2026 | Jun 24, 2026 |
| SCHWARZ, PATRICIA, SUE | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2013 | Jun 24, 2026 | Jun 24, 2026 |
| TFO PARTNERS, INC. | Owner | E | yes | 01/2023 | Jun 24, 2026 | Jun 24, 2026 |
| DELP, CLEVES, RICHARD | Trustee | F | yes | 01/2023 | Jan 30, 2023 | Oct 9, 2024 |
| ERBLICH, CHRISTOPHER, EDWARD | Manager | F | yes | 01/2023 | Nov 10, 2011 | Oct 9, 2024 |
| GAME 6 HOLDINGS, LLC | Shareholder | C | yes | 01/2023 | Jan 30, 2023 | Oct 9, 2024 |
| BRICK BRIDGE LLC | Owner | A | no | 10/2025 | Jun 24, 2026 | Jun 24, 2026 |
| CARROLL, CHARLES, ROBERT | CHIEF INVESTMENT OFFICER | Na | no | 11/2011 | Jun 24, 2026 | Jun 24, 2026 |
| GENZALE, BRITTANY, LEIGH | CHIEF OPERATING OFFICER | Na | no | 06/2020 | Jun 24, 2026 | Jun 24, 2026 |
| THE FAITHFUL LIFE LLC | Owner | A | no | 10/2025 | Jun 24, 2026 | Jun 24, 2026 |
| MSJMR TRUST | Shareholder | C | no | 01/2023 | Jan 30, 2023 | Oct 9, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TFO WEALTH PARTNERS, LLC | n/a | Independent wealth | $5.7B | N | yes | n/a |
| HUSCH BLACKWELL, LLP | n/a | n/a | n/a | N | no | n/a |
| TFO TRUST COMPANY, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $5.0B | $5.0B | 88 | 47 | 2 | n/a | n/a |
| 2024 | Apr 11, 2025 | $4.2B | $4.2B | 80 | 41 | 2 | n/a | n/a |
| 2023 | Mar 29, 2024 | $3.8B | $3.8B | 75 | 40 | 2 | n/a | n/a |
| 2022 | Jan 30, 2023 | $3.3B | $12.6M | 64 | 37 | 2 | n/a | n/a |
| 2021 | Mar 28, 2022 | $3.6B | $3.6B | 53 | 30 | 2 | n/a | n/a |
| 2020 | Mar 5, 2021 | $2.9B | $2.9B | 44 | 42 | 2 | n/a | n/a |
| 2019 | Mar 27, 2020 | $3.4B | $2.7B | 42 | 42 | 2 | n/a | n/a |
| 2018 | Mar 26, 2019 | $2.8B | $2.1B | 34 | 34 | 1 | n/a | n/a |
| 2017 | Feb 15, 2018 | $2.4B | $1.7B | 31 | 31 | 1 | n/a | n/a |
| 2016 | Mar 27, 2017 | $1.6B | $945M | 31 | 31 | n/a | n/a | n/a |
| 2015 | Mar 16, 2016 | $1.3B | $670M | 26 | 26 | n/a | n/a | n/a |
| 2014 | Mar 13, 2015 | $1.3B | $577M | 24 | 24 | n/a | n/a | n/a |
| 2013 | Mar 18, 2014 | $1.3B | $588M | 22 | 22 | n/a | n/a | n/a |
| 2012 | Mar 15, 2013 | $511M | $499M | 22 | 22 | n/a | n/a | n/a |
| 2011 | Mar 6, 2012 | $312M | $286M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 3.7% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.0B | $4.2B | 20.9% | $3.3B | 14.7% | 88 | 80 | 2 | 2 |