Tfo Family Office Partners

Firm record

As recorded in SEC IAPD

Firm CRD

159440

SEC number

801-72840

Firm type

RIA

Assets under management

$5.0B as of Jun 24, 2026

Website

www.tfopartners.com ↗

Phone

602-466-2611

Address

5060 North 40th Street, Phoenix, AZ, 85018

Advisors at this firm

26 in our index · page 1 of 1

• Emily Ann AepelbacherCRD 6459205 · Phoenix, AZ
  IA Registered
• Meili Cathleen BarlowCRD 7184939 · Phoenix, AZ
  IA RegisteredRegistration inactive
• David Allen BloomCRD 5529999 · Phoenix, AZ
  IA Registered
• Emily Elizabeth BolickCRD 6225467 · Phoenix, AZ
  IA Registered
• Benjamin Lewis BuriCRD 7769738 · Phoenix, AZ
  IA Registered
• Charles Robert CarrollCRD 2595125 · Phoenix, AZ
  IA Registered
• Kevin Dennis CowanCRD 6915618 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Clayton Jeffrey CauppCRD 7262934 · Phoenix, AZ
  IA Registered
• William Marshall CummingsCRD 7074683 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Christopher Edward ErblichCRD 4731912 · Phoenix, AZ
  IA Registered
• Brittany Leigh GenzaleCRD 5030284 · Phoenix, AZ
  IA Registered
• Zachary Alan GrantCRD 6690686 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Jill Anne HerbertCRD 3254812 · Phoenix, AZ
  IA Registered
• Scott Michael HornCRD 4590725 · Phoenix, AZ
  IA Registered
• Connor Charles HumphreyCRD 5769897 · Phoenix, AZ
  IA Registered
• Megan Midori Kawasaki-MasonCRD 6244442 · Phoenix, AZ
  IA Registered
• Kim Kyung Nan LlumiquingaCRD 4800111 · Phoenix, AZ
  IA Registered
• Mason Gabriel LongstrethCRD 5275097 · Phoenix, AZ
  IA Registered
• Damon Todd MillerCRD 4131556 · Phoenix, AZ
  IA Registered
• Jake Ryan MollerCRD 6684740 · Phoenix, AZ
  IA Registered
• Brian Terrence PoeCRD 4585582 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Caleb Gideon RutterCRD 7559772 · Phoenix, AZ
  IA Registered
• Lucas Rosito Jung SeveroCRD 7401675 · Phoenix, AZ
  IA Registered
• James Theodore TegelerCRD 2976931 · Phoenix, AZ
  IA Registered
• Jacqueline Fischl WeflenCRD 4916877 · Phoenix, AZ
  IA Registered
• Casey StearnsCRD 7922702 · Phoenix, AZ
  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.

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