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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 120 | 130 | increased by10 |
| Feb 1, 2026 | Clients | 67 | 73 | increased by6 |
| Feb 1, 2026 | AUM | $8,129,615,220 | $9,989,953,619 | increased by$1,860,338,399 |
| Feb 1, 2026 | Accounts | 5,520 | 5,101 | decreased by419 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 46 | 67 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,277,623,309 | $8,129,615,220 | increased by$851,991,911 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,649 | 5,520 | increased by871 |
| Feb 1, 2022 | AUM | $5,379,811,542 | $7,277,623,309 | increased by$1,897,811,767 |
| Feb 1, 2022 | Accounts | 3,533 | 4,649 | increased by1,116 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BMO FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BMO FAMILY” may also match similarly-named firms). Confirm identity against each filing.
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.