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MICHELS FAMILY FINANCIAL, LLC
CRD 319311File 801-125881
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$347.9M
Below cohort median (national)
Discretionary AUM
$347.9M
Clients
410
1,391 accounts
Employees
8
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 15, 2022
- Principal office
- 6000 WESTERN PLACE, SUITE 380, FORT WORTH, TX, 76107
- Phone
- 817-719-9999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $347.9M
- Discretionary AUM
- $347.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,391
- Non-discretionary accounts
- 0
- Total accounts
- 1,391
- AUM per client
- $848K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $183.7M |
| Individuals (other than high net worth individuals) | 343 | $164.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | 370 | 410 | increased by40 |
| Apr 1, 2026 | AUM | $303,503,729 | $347,859,437 | increased by$44,355,708 |
| Apr 1, 2026 | Accounts | 1,267 | 1,391 | increased by124 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 8 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 370 | increased by370 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $303,503,729 | increased by$303,503,729 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 1,267 | increased by1,267 |
| Jul 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MICHELS FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MICHELS 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.