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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 type | Clients | AUM |
|---|---|---|
| High net worth individuals | 307 | $608.0M |
| Pension and profit sharing plans | Fewer than 5 | $11.7M |
| Individuals (other than high net worth individuals) | 578 | $115.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

