DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Standard Family Office, LLC
Latest filing Jul 29, 2026
First filing on the tape Jul 30, 2019 · 13 filings
SEC status approved since Aug 29, 2019
RAUM
$1.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$1.0B as of Jul 29, 2026
Mar 24, 2020$1.3B then
HNW client RAUM$0 as of Jul 29, 2026
Mar 24, 2020$0 then
State-registered IARs (5.B.3)0 as of Jul 29, 2026
Mar 24, 20200 then
Employees (5.A)8 as of Jul 29, 2026
Mar 24, 20207 then
Private funds2 as of Jul 29, 2026
Mar 24, 20204 then
RAUM +3.5% over the last fiscal year+5.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 29, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $506MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.0B, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.0B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.0B for 2 clientsreported
- Compensation
- fixedreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Deneb Capital, LLCno longer reported | Hedge Fund | $547M | 9 | Dec 16, 2019 |
| Ironwood Four Capital, LLC | Hedge Fund | $491M | 9 | Dec 16, 2019 |
| Gs Capital, LLC | Hedge Fund | $431M | 7 | Dec 16, 2019 |
| Salt & Light Capital, LLCno longer reported | Private Equity Fund | $109M | 5 | Dec 16, 2019 |
| Standard Capital, LLCno longer reported | Hedge Fund | $840,027 | 2 | Mar 1, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Patrick Matthew Bock · Chief Executive Officer And Managing Membercontrolsince 07/2019 · owns less than 5%
- Lynn Kelsey Olson · Chief Compliance Officercontrolsince 05/2020 · owns less than 5%
- Patrick Matthew Bock · Membercontrolsince 12/2018 · owns 75% or more of Standard Holdings, LLC
Entity owners
- Standard Holdings, LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Standard Trust, LLCy
- Wilbur Alan, Pllcinvestment companyn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $977M to $1.0BDec 12, 2025 to Mar 12, 2026
- Employees · 7 to 8Dec 12, 2025 to Mar 12, 2026
- Discretionary RAUM · $977M to $1.0BDec 12, 2025 to Mar 12, 2026
- Pooled vehicle RAUM · $977M to $1.0BDec 12, 2025 to Mar 12, 2026
- RAUM · $977M to $1.0BDec 12, 2025 to Mar 12, 2026
- Financial planning clients · unset to Mar 25, 2025 to May 12, 2025
- Assets in custody · $922M to $977MMar 6, 2024 to Mar 25, 2025
- Employees · 6 to 7Mar 6, 2024 to Mar 25, 2025
- Discretionary RAUM · $922M to $977MMar 6, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $922M to $977MMar 6, 2024 to Mar 25, 2025
- RAUM · $922M to $977MMar 6, 2024 to Mar 25, 2025
- Assets in custody · $868M to $922MMar 27, 2023 to Mar 6, 2024
- Discretionary RAUM · $868M to $922MMar 27, 2023 to Mar 6, 2024
- Pooled vehicle RAUM · $868M to $922MMar 27, 2023 to Mar 6, 2024
- RAUM · $868M to $922MMar 27, 2023 to Mar 6, 2024
- Accounts · 4 to 2Feb 25, 2022 to Mar 27, 2023
- Advisory activities · 4 to 1Feb 25, 2022 to Mar 27, 2023
- Pooled vehicle clients · 4 to 2Feb 25, 2022 to Mar 27, 2023
- Assets in custody · $1.5B to $868MFeb 25, 2022 to Mar 27, 2023
- Financial planning clients · 0 to unsetFeb 25, 2022 to Mar 27, 2023
- Private funds · 4 to 2Feb 25, 2022 to Mar 27, 2023
- Discretionary RAUM · $1.5B to $868MFeb 25, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $1.5B to $868MFeb 25, 2022 to Mar 27, 2023
- RAUM · $1.5B to $868MFeb 25, 2022 to Mar 27, 2023
- Accounts · 5 to 4Mar 1, 2021 to Feb 25, 2022
- Pooled vehicle clients · 5 to 4Mar 1, 2021 to Feb 25, 2022
- Assets in custody · $1.5B to $1.5BMar 1, 2021 to Feb 25, 2022
- Employees · 5 to 6Mar 1, 2021 to Feb 25, 2022
- Private funds · 5 to 4Mar 1, 2021 to Feb 25, 2022
- Discretionary RAUM · $1.5B to $1.5BMar 1, 2021 to Feb 25, 2022
- Pooled vehicle RAUM · $1.5B to $1.5BMar 1, 2021 to Feb 25, 2022
- RAUM · $1.5B to $1.5BMar 1, 2021 to Feb 25, 2022
- Accounts · 4 to 5Jun 30, 2020 to Mar 1, 2021
- Advisory employees · 2 to 1Jun 30, 2020 to Mar 1, 2021
- Pooled vehicle clients · 4 to 5Jun 30, 2020 to Mar 1, 2021
- Assets in custody · $1.4B to $1.5BJun 30, 2020 to Mar 1, 2021
- Private funds · 4 to 5Jun 30, 2020 to Mar 1, 2021
- Discretionary RAUM · $1.4B to $1.5BJun 30, 2020 to Mar 1, 2021
- Pooled vehicle RAUM · $1.4B to $1.5BJun 30, 2020 to Mar 1, 2021
- RAUM · $1.4B to $1.5BJun 30, 2020 to Mar 1, 2021
Signals
5 dated events
- Standard Family Office, Llc reported RAUM $868.5M, down 40% from $1.5B (2022-02-25 to 2023-03-27)Mar 27, 2023 · RAUM change · derived
- Lynn Kelsey Huewe (Chief Compliance Officer) appeared on Schedule A of Standard Family Office, LlcJun 30, 2020 · Control person joined · fact
- Andrew Scott Erickson (Executive Chairman And Managing Member) no longer on Schedule A of Standard Family Office, Llc (listed 2020-03-24, absent 2020-06-30)Jun 30, 2020 · Control person left · inference
- Edward Larry Deiter (Trustee) no longer on Schedule A of Standard Family Office, Llc (listed 2020-03-24, absent 2020-06-30)Jun 30, 2020 · Control person left · inference
- Standard Family Office, Llc filed its initial SEC registration (Form ADV)Jul 30, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Standard Family Office, LLC · Family Officesshared crd · office
- Standard Family Office, LLC · Independent Sponsorsshared crd · capital_provider
- Standard Family Office, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Principal office phone
- 605-496-7760reportedpublic record, Form ADV, Jul 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026