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STENGER FAMILY OFFICE, LLC

CRD 325089File 801-127416
APPROVED
Retail clients
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$734.9M
Above cohort median (national)
Discretionary AUM
$720.6M
Non-discretionary $14.4M
Clients
887
2,287 accounts
Employees
10
Above cohort median in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Mar 3, 2023
Principal office
NAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL ROAD, SUITE 550, NAPERVILLE, IL, 60563
Phone
630-912-8295

Assets & accounts

ADV Item 5F
Total regulatory AUM
$734.9M
Discretionary AUM
$720.6M
Non-discretionary AUM
$14.4M
Discretionary accounts
2,250
Non-discretionary accounts
37
Total accounts
2,287
AUM per client
$829K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals307$608.0M
Pension and profit sharing plansFewer than 5$11.7M
Individuals (other than high net worth individuals)578$115.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • 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 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.