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Honor Family Office, LLC

Honor Family Office, LLC. CRD 317000

Honor Family Office, LLC logo

CRD: 317000

Honor Family Office, LLC

Santa Barbara, CA, 93103
4153856083
honorfamilyoffice.com
$54.7M Total AUM
$54.7M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Pathway catalystTimber oak +more
Established Date
11-09-2021
Office Locations
1

Office Locations

2166 Mission Ridge Rd. Santa Barbara CA

About Honor Family Office, LLC

Honor Family Office is a founder-led, independent RIA offering financial planning and investment management for individuals and families who want portfolios aligned with their values. The firm emphasizes intentional screening—avoiding companies tied to climate inaction, detention/modern slavery, or suppression of women and minority voices—while focusing on long-term, disciplined portfolio construction and risk management. Custodies primarily at Schwab.

Team overview

53 AVG AGE
$54.7M AVG AUM / ADVISOR
$9.1M AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Fusion

Custodian

Timber Pioneer vertex Atlas Meridian

Investment Themes

Capital Meridian Catalyst optima Element meridian Foundation beacon Fusion

Investment Vehicles

Vertex

Platform

Timber

Services

Harbor Eagle Foundation insight Catalyst harbor Beacon optima Catalyst Insight Vertex summit Fusion

Technology

Catalyst north Capital Peak Radial matrix

Owner & Executives

JOVITA RUIZ HONOR

JOVITA RUIZ HONOR

Chief Compliance Officer, Managing Member, Managing Partner

CRD
#3098129
Ownership
75% or more
(314) 597-7861
radial.north@primecapital.com
in linkedin.com/in/harbor-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $54,695,335 --
Non-Discretionary $0 --
Total $54,695,335 --

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Separately Managed Accounts

Total SMA Asset: $54,695,335

$54.7M Total SMA
Equity - Exchange:
19.5%
Private Funds:
22.2%
Cash:
25.6%
Municipal Bonds:
10.2%
U.S. Government/Agency:
22.5%
Asset class Assets Assets %
Equity - Exchange $468,402,728 19.5%
Private Funds $533,258,490 22.2%
Cash $614,928,710 25.6%
Municipal Bonds $245,010,658 10.2%
U.S. Government/Agency $540,464,686 22.5%
Total $2,402,065,272 100.0%

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