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STANDARD FAMILY OFFICE, LLC

CRD 301865File 801-117264
APPROVED
Custody
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$1.01B
Clients
2
2 accounts
Employees
8
Top 25% of cohort in SD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Aug 29, 2019
Principal office
7036 SOUTH SANTA ROSA COURT, SUITE 103, SIOUX FALLS, SD, 57108
Phone
605-496-7760
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.01B
Discretionary AUM
$1.01B
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
$505.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles2$1.01B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees78increased by1
Apr 1, 2026AUM$977,234,090$1,011,403,048increased by$34,168,958
May 1, 2025
vs Oct 1, 2022
Employees67increased by1
May 1, 2025
vs Oct 1, 2022
Clients42decreased by2
May 1, 2025
vs Oct 1, 2022
AUM$1,453,630,949$977,234,090decreased by$476,396,859
May 1, 2025
vs Oct 1, 2022
Accounts42decreased by2
Mar 1, 2022Employees56increased by1
Mar 1, 2022Clients54decreased by1
Mar 1, 2022AUM$1,467,042,911$1,453,630,949decreased by$13,411,962
Mar 1, 2022Accounts54decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “STANDARD FAMILY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STANDARD 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.