Tarbox Family Office, Inc.

CRD 106079 · Newport Beach, CA · $953.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 106079
SEC number: 801-27225
Firm type: RIA
Assets under management: $953.7M as of Mar 26, 2026
Website: www.tarbox.com ↗
Phone: 949-721-2330
Address: 500 Newport Center Drive, Newport Beach, CA, 92660

Advisors at this firm

6 in our index · page 1 of 1

Connor Michael MachoCRD 8136990 · Newport Beach, CA

IA Registered
Michael J NozzarellaCRD 4795933 · Newport Beach, CA

IA Registered
Timothy Joseph RyanCRD 8103518 · Newport Beach, CA

IA Registered
Mary Elizabeth SiglerCRD 2280110 · Newport Beach, CA

IA Registered
Laura Ann TarboxCRD 727947 · Newport Beach, CA

IA Registered
Kai XiongCRD 7720813 · Newport Beach, CA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 106079 ↗ FINRA BrokerCheck record for firm CRD 106079 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.