CRD: 168744
Arrowroot Family Office, LLC
$430.7M Total AUM
$367.6M Disc. AUM
-- 3Y CAGR
18 Employees
1,415 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Horizon crestMomentum +more
- Established Date
- 10-10-2013
- Office Locations
- 14
Office Locations
1107 Investment Blvd, Suite 160 EL Dorado Hills CA
1264 Hawks Flight CT Suite 290 EL Dorado Hills CA
1341 W Mockingbird Lane Suite 600w, PMB #503 Dallas TX
About Arrowroot Family Office, LLC
Arrowroot Family Office is a multidisciplinary wealth management firm serving affluent families, entrepreneurs, and multigenerational households. They coordinate investment management with retirement, tax, and estate planning to address the full financial picture. Portfolios emphasize asset allocation and portfolio construction, commonly using mutual funds and ETFs. The firm operates across Southern/Northern CA and additional states; custody includes Schwab.
Team overview
46 AVG AGE
$43.1M AVG AUM / ADVISOR
$304.4K AVG AUM / CLIENT
3.6 yrs AVG TENURE
18 Employees
10 Advisory Reps
12 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Alpha Radial summit Fusion Eagle Optima Optima
Client Personas
North Wave matrix Matrix catalyst Bridge
Custodian
Fusion momentum Matrix Eagle radial Atlas foundation Ridge Vital Beacon element Insight optima Bridge fusion
Investment Themes
Oak value Signal wave Radial legacy
Investment Vehicles
Signal Vector eagle Wave
Platform
Alpha Oak momentum
Services
Vital Optima Ridge Frontier Element Unison summit Atlas Prime Crest Legacy harbor Optima matrix Unison unison
Technology
Meridian Unison Catalyst Legacy momentum Vertex momentum
Owner & Executives
MARK RYAN MCCARRON
Managing Director, Managing Member
- CRD
- #5402240
- Ownership
- 10% but less than 25%
(227) 423-5363
quantum.timber@pathwaycapital.com
in linkedin.com/in/atlas-zenith
I
IRENE GERASIMOS APERGIS
Chief Operating Officer
- CRD
- #3230747
- Ownership
- Less than 5%
(669) 838-5425
vertex.meridian@radialcapital.com
in linkedin.com/in/atlas-alpha
A
Alpha prime
Foundation catalyst matrix
- CRD
- #54606
- Ownership
- 32.4%
(442) 374-6803
pathway.pathway@matrixcapital.com
in linkedin.com/in/oak-catalyst
Showing 2 of 3 owners & executives
Unlock allContacts
I
IRENE GERASIMOS APERGIS
Chief Operating Officer
- CRD
- #3230747
(247) 834-1051
crest.ember@focuscapital.com
in linkedin.com/in/vital-element
C
Cassandra Barry
Managing Director
- CRD
- --
(690) 497-5555
summit.ember@quantumcapital.com
in linkedin.com/in/north-capital
I
Insight ember
Unison unison vital
- CRD
- #29980
(654) 703-8846
catalyst.timber@wavecapital.com
in linkedin.com/in/legacy-quantum
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $367,624,275 | $272,718 |
| Non-Discretionary | $63,060,138 | $927,355 |
| Total | $430,684,413 | $304,156 |
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Separately Managed Accounts
Total SMA Asset: $422,647,942
Public Funds:
25.2% Cash:
8.4% Equity - Exchange:
7.0% U.S. Government/Agency:
19.5% Corporate - Investment Grade:
8.3% Equity - OTC:
25.2% Private Funds:
6.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $465,257,192 | 25.2% |
| Cash | $155,085,731 | 8.4% |
| Equity - Exchange | $129,238,109 | 7.0% |
| U.S. Government/Agency | $360,020,447 | 19.5% |
| Corporate - Investment Grade | $153,239,472 | 8.3% |
| Equity - OTC | $465,257,192 | 25.2% |
| Private Funds | $118,160,557 | 6.4% |
| Total | $1,846,258,700 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT HORIZON ELEMENT | INSIGHT FUSION | VRHJW2WLW | III | 7.60% | $68,111,426 |
| LEGACY RADIAL | VALUE UNISON | 7LBLYMXDQ | FQV | 3.66% | $39,336,772 |
| CAPITAL OAK | PIONEER MERIDIAN | ZI8VV2TJT | CAKWK | 11.91% | $90,407,326 |
| CATALYST HARBOR | VECTOR VECTOR | GS6E90H94 | GYYI | 2.70% | $93,696,514 |
| CAPITAL OPTIMA | CAPITAL BRIDGE | RNE36DPM4 | ESSNF | 7.72% | $95,685,512 |
| ZENITH ZENITH FUSION | ZENITH LEGACY | NCEZOMTGR | KYYDY | 6.03% | $9,870,223 |
| MOMENTUM OAK | VITAL VERTEX | J900GEUWV | ZGBM | 9.67% | $28,822,038 |
| RIDGE UNISON ELEMENT | VITAL GLACIER | I71E69K7W | CTLZN | 9.15% | $82,173,859 |