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PIONEER FAMILY OFFICE, LLC
CRD 142856File 801-116725
APPROVED
Retail clients
Filing as of Apr 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$956.8M
Above cohort median (national)
Discretionary AUM
$956.8M
Clients
170
297 accounts
Employees
5
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 31, 2019
- Principal office
- 3323 NE 163RD ST., SUITE 604, NORTH MIAMI BEACH, FL, 33160
- Phone
- 305-935-5502
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $956.8M
- Discretionary AUM
- $956.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 297
- Non-discretionary accounts
- 0
- Total accounts
- 297
- AUM per client
- $5.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 70 | $715.7M |
| High net worth individuals | 60 | $218.3M |
| Individuals (other than high net worth individuals) | 40 | $22.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MINIMUM ACCOUNT CHARGE
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 197 | 170 | decreased by27 |
| Apr 1, 2026 | AUM | $791,454,982 | $956,780,912 | increased by$165,325,930 |
| Apr 1, 2026 | Accounts | 296 | 297 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 173 | 197 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $664,148,031 | $791,454,982 | increased by$127,306,951 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 357 | 296 | decreased by61 |
| Sep 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Clients | 130 | 173 | increased by43 |
| Apr 1, 2022 | AUM | $551,057,558 | $664,148,031 | increased by$113,090,473 |
| Apr 1, 2022 | Accounts | 340 | 357 | increased by17 |
| 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 “PIONEER FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PIONEER 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.