Stenger Family Office, LLC

Stenger Family Office, LLC (SFO) is a registered investment adviser offering financial planning, consulting, subscription, and investment management services. Established in January 2023, the firm is owned by Nicholas D. Stenger and Darin Bond Roth. As of December 2024, SFO managed $430,000,000 in assets, with $428,812,372 under discretionary management. Services include financial planning, trust and estate planning, retirement planning, and tax planning. SFO's investment strategies primarily involve allocating client assets among mutual funds, ETFs, individual securities, and independent managers. Clients have discretion over decisions, and the firm recommends additional services but does not require engagement. Fees range from $5 per month for subscription services to 1.25% per year for wealth management. SFO may negotiate fees based on various criteria and receives economic benefits from Charles Schwab & Co., Inc. for custody and brokerage services. The firm has a Code of Ethics and accepts proxy voting authority for client securities. SFO does not have custody of client funds unless granted through a standing letter of authorization. The firm does not provide compensation for client referrals and has no financial conditions impairing its commitments.