Stenger Family Office, LLC logo

Stenger Family Office, LLC

Updated today

Client assets under management

$675,680,000

Clients

897

35% high-net-worth

Advisors

7

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

128

Very High

Average account size

$753,266

About

Stenger Family Office provides financial planning, discretionary and non‑discretionary portfolio management, wealth management and family office services to individuals, trusts, pension and profit‑sharing plans, charitable organizations and business entities. The firm also offers pension consulting and a subscription content service called Stenger+ alongside differentiated service tiers for wealth management, investment management and family office clients.

Investment programs are tailored to client objectives and combine allocations to mutual funds, ETFs, individual equities and fixed income with the use of Independent Managers where appropriate. The firm describes a primarily U.S.‑focused equity emphasis (large and mid cap), factor analysis to tilt between value and growth, routine rebalancing, tax‑aware strategies such as tax‑loss harvesting, and fixed‑income allocations weighted to short‑term, high‑quality Treasuries.

The brochure discloses a related certified public accounting firm, Stenger Tax Advisory LLC, whose principals overlap with SFO’s supervised persons and whose relationship the firm says creates potential conflicts of interest even though SFO states it does not receive referral fees. SFO’s offering mix — including a $5/month Stenger+ subscription, a low‑minimum GoldDesk tier for smaller accounts and a bundled family office service with tax and estate planning credits — and its rapid growth to manage several hundred million dollars since registering in 2023 are presented as distinguishing operational features.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Tax-loss harvesting

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Fee options

Fixed

Fixed fees up to $5,000 for financial planning; subscription fees $5 per month

Percentage

$0 - $100,000: $100,000 - $2,000,000: 0.35% – 1.25% (varies by portfolio size, composition, and service level) $2,000,000+: 0.35% – 1.25% (varies by portfolio size, composition, and service level)

Commissions

Certain supervised persons offer insurance products on a commission basis under separate arrangements

Project-based

Up to $500 per hour for financial planning and consulting services

Subscriptions

Subscription fee of $5 per month for Stenger+ service

Other

Account minimum: $1,000 Minimum fee: Up to $5,000 for financial planning or $500 per hour for consulting services Fee-only: Fixed fees for financial planning up to $5,000 or $500 per hour; subscription service $5 per month

Main office location

Stenger Family Office, LLC

Naperville Financial Center, 400 East Diehl Road, Suite 550

Naperville IL 60563, United States

Number of offices

4

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Louisiana · Michigan · Minnesota · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jake R

Series 63, Series 65

Spring, TX

Stenger Family Office, LLC

Jake Ranostaj is a financial advisor with Stenger Family Office, LLC in Spring, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at JP Morgan Chase and Cetera Investment Services. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million through an eight-person advisory team and employs a tax-aware investment approach using proprietary and model portfolios alongside customized ETF and fixed-income allocations.

General retirement planning Tax-loss harvesting
user avatar

Owen H

Series 65

Naperville, IL

Stenger Family Office, LLC

Owen Hardy is a financial advisor at Stenger Family Office, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at COhatch, Taylor University, and Wheaton Academy. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multiple service tiers and manages over $520 million through an eight-person advisory team, employing proprietary and model portfolios alongside customized ETF and fixed-income allocations within a tax-aware investment process.

General retirement planning Tax-loss harvesting
user avatar

Lyndin S

Series 63, Series 65

Spring, TX

Stenger Family Office, LLC

Lyndin Simpson is a financial advisor at Stenger Family Office, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hines Private Wealth Solutions LLC and Hines Securities Inc. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multiple service tiers, including a family office option for higher-net-worth clients and manages over $520 million through an eight-person advisory team using proprietary and model portfolios with a tax-aware investment approach.

General retirement planning Tax-loss harvesting
user avatar

Nicholas S

Series 66

Naperville, IL

Stenger Family Office, LLC

Nicholas Stenger is a financial advisor with Stenger Family Office, LLC in Naperville, IL. He holds a Series 66 designation and has eight years of industry experience, including six years at Morgan Stanley Private Bank. He is a co-founder and owner of Stenger Tax Advisory LLC, a licensed certified public accounting firm focused on tax planning and preparation. Stenger Family Office serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, subscription content, and investment management. The firm manages over $520 million through an eight-person team, employing proprietary and model portfolios with a tax-aware investment approach that includes portfolio customization and tax-loss harvesting.

General retirement planning Tax-loss harvesting
user avatar

Audrey F

CFP®, Series 65

Ann Arbor, MI

Stenger Family Office, LLC

Audrey Feldpausch is a CFP® and Series 65-licensed advisor with four years of industry experience. She is currently with Stenger Family Office, LLC, where she has worked since 2023. Prior to this, she held roles at Timothy Financial Counsel, Inc. and has experience in both financial services and other sectors. Stenger Family Office provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multiple service tiers, including a family office option for higher-net-worth clients, and manages over $520 million through an eight-person advisory team. Its investment approach includes proprietary and model portfolios, customized ETF and fixed-income allocations, and a tax-aware strategy incorporating portfolio customization and tax-loss harvesting.

General retirement planning Tax-loss harvesting
user avatar

Ethan W

Series 65

Naperville, IL

Stenger Family Office, LLC

Ethan Willett is a financial advisor at Stenger Family Office, LLC in Naperville, IL, holding a Series 65 designation and with experience beginning in 2022 across various roles including internships and positions in financial and corporate environments. He is currently a student at Northwestern University’s School of Professional Studies. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million with an eight-person team and offers multiple service tiers, employing proprietary and model portfolios alongside customized ETF and fixed-income allocations.

General retirement planning Tax-loss harvesting
user avatar

Julia F

Series 66

Naperville, IL

Stenger Family Office, LLC

Julia Huebner is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and the United States Senate. Stenger Family Office provides financial planning, consulting, subscription content, and both discretionary and non-discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million through an eight-person advisory team and employs proprietary and model portfolios alongside customized ETF and fixed-income allocations, incorporating tax-aware portfolio management strategies.

General retirement planning Tax-loss harvesting
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