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MFG FAMILY OFFICE LLC
CRD 324211File 801-127012
APPROVED
Filing as of Jul 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$221.8M
Below cohort median (national)
Discretionary AUM
$221.8M
Clients
5
6 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 13, 2023
- Principal office
- AVENIDA INSURGENTES SUR 1647, 14TH FLOOR, INT 1402, COL SAN JOSE INSURGENTES, BENITO JUAREZ, CDMX, CP 03900
- Phone
- +17868401006
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $221.8M
- Discretionary AUM
- $221.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6
- Non-discretionary accounts
- 0
- Total accounts
- 6
- AUM per client
- $44.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $221.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other 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 | 3 | 5 | increased by2 |
| Apr 1, 2026 | AUM | $212,885,823 | $221,836,533 | increased by$8,950,710 |
| Apr 1, 2026 | Accounts | 4 | 6 | increased by2 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MFG FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MFG 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.