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BMO FAMILY OFFICE, LLC
CRD 110264File 801-56868
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.99B
Top 10% of cohort (national)
Discretionary AUM
$9.82B
Non-discretionary $166.2M
Clients
73
5,101 accounts
Employees
130
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 20, 1999
- Principal office
- 320 SOUTH CANAL STREET, FLOOR 12, CHICAGO, IL, 60606
- Phone
- (650) 210-5042
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.99B
- Discretionary AUM
- $9.82B
- Non-discretionary AUM
- $166.2M
- Discretionary accounts
- 5,052
- Non-discretionary accounts
- 49
- Total accounts
- 5,101
- AUM per client
- $136.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $9.82B |
| Pooled investment vehicles | 3 | $167.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.