STENGER FAMILY OFFICE, LLC
Latest filing: Jun 27, 2025 (58 days ago)
AUM
$433,364,828
60% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
11
22% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NAPERVILLE, IL
NAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL ROAD, NAPERVILLE, IL, UNITED STATES, 60563
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 377 | $0.1 |
| Average Individual AUM | $258,715 | |
| HNW | 212 | $0.3 |
| Average HNW AUM | $1,584,101 | |
| Retail Total | 589 | $0.4 |
| Average Retail AUM | $735,764 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 54% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 45% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| STENGER TAX ADVISORY LLC | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JULIA HUEBNER | NAPERVILLE | IL | S66|2020-11-18 | ||||||
| DARIN ROTH | NAPERVILLE | IL | S66|2015-03-12 | ||||||
| OWEN HARDY | NAPERVILLE | IL | S65|2024-03-05 | ||||||
| AUDREY FELDPAUSCH | NAPERVILLE | IL | S65|2021-07-16 | CERTIFIED FINANCIAL PLANNER | |||||
| NICHOLAS STENGER | NAPERVILLE | IL | S66|2017-08-18 | ||||||
| SAMUEL HARDY | NAPERVILLE | IL | S63|2021-03-03|S66|2024-02-26 | ||||||
| WILLIAM BAILEY | NAPERVILLE | IL | S66|2022-06-28 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.4 | $0.0 | 0% | 11 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 10 | 1 | 10% |
| 2024-04-02 | $0.3 | $0.2 | 60% | 9 | 2 | 22% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 4 | 7 | 175% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AZ-03/16/2023, CA-03/16/2023, CO-03/27/2025, FL-03/16/2023, GA-03/16/2023, IA-03/16/2023, IL-03/16/2023, IN-03/16/2023, LA-03/16/2023, MI-03/16/2023, MN-03/16/2023, MO-03/16/2023, MT-03/16/2023, NC-03/22/2024, ND-03/16/2023, NE-03/16/2023, NH-03/16/2023, NJ-03/16/2023, NV-03/16/2023, NY-03/16/2023, OH-03/16/2023, OK-03/16/2023, PA-03/16/2023, TN-03/16/2023, TX-03/16/2023, UT-03/27/2025, VA-03/16/2023, WA-03/16/2023, WI-03/16/2023, WY-03/16/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV