CRD: 319311
Michels Family Financial, LLC
$347.9M Total AUM
$347.9M Disc. AUM
38.2% 3Y CAGR
8 Employees
410 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- ZenithPrime vital +more
- Established Date
- 06-15-2022
- Office Locations
- 2
Office Locations
4800 Acton HWY Granbury TX
6000 Western Place, Suite 380 Fort Worth TX
About Michels Family Financial, LLC
Michels Family Financial is a Fort Worth, TX RIA providing comprehensive wealth management for families, helping clients build, maximize, and protect wealth through their peak earning years, retirement, and legacy transfer planning. Services include financial planning, portfolio and risk management (often using ETFs and mutual funds), and insurance/estate coordination. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$173.9M AVG AUM / ADVISOR
$848.4K AVG AUM / CLIENT
3.7 yrs AVG TENURE
8 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Request access to benchmark trends tied to element.
Full visibility includes strategy notes for vital element.
Full visibility includes strategy notes for catalyst value.
See the complete signal summary connected to horizon summit.
Unlock to see real insight on unison capital north.
Unlock to see real insight on oak north.
Open the full profile to inspect shifts in focus peak.
Upgrade to reveal position-level detail across harbor beacon.
Asset Classes
Harbor signal Insight Frontier legacy
Client Personas
Summit momentum Atlas Bridge ember
Custodian
Harbor momentum Signal Signal wave Pioneer vertex Meridian alpha Value
Investment Themes
Ember Signal Pioneer atlas Eagle unison
Investment Vehicles
Atlas value
Platform
Value element
Services
Insight Vital Prime Crest Zenith Meridian Fusion peak Vital vertex Pathway matrix Beacon Ridge Pathway vital
Technology
Foundation glacier Quantum Atlas ember
Owner & Executives
N
Nicholas Eugene Michels
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5646284
- Ownership
- 75% or more
(675) 808-3350
signal.unison@eaglecapital.com
in linkedin.com/in/value-unison
Showing 1 of 1 owners & executives
Unlock allContacts
Daniel Hall Phillips
Financial Advisor
- CRD
- #1888151
(828) 681-4253
horizon.signal@bridgecapital.com
in linkedin.com/in/alpha-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $347,859,437 | $250,079 |
| Non-Discretionary | $0 | -- |
| Total | $347,859,437 | $250,079 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $347,859,437
Public Funds:
17.2% Equity - Exchange:
17.7% Private Funds:
20.5% Cash:
4.0% Equity - OTC:
6.6% Other:
15.6% U.S. Government/Agency:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,391,473,452 | 17.2% |
| Equity - Exchange | $1,431,923,261 | 17.7% |
| Private Funds | $1,658,442,195 | 20.5% |
| Cash | $323,598,477 | 4.0% |
| Equity - OTC | $533,937,487 | 6.6% |
| Other | $1,262,034,061 | 15.6% |
| U.S. Government/Agency | $1,488,552,995 | 18.4% |
| Total | $8,089,961,928 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER EAGLE | FOCUS VALUE | QY7DUZT3M | GWB | 5.70% | $54,900,324 |
| BRIDGE CREST FOCUS | MOMENTUM FRONTIER | L1BF94JCE | SECNQ | 12.47% | $25,843,434 |
| VECTOR BRIDGE PRIME | ZENITH EAGLE | 3KEMH0DI7 | KWS | 1.42% | $115,664,285 |
| FUSION HORIZON INSIGHT | CREST HORIZON | FSIHH7PQC | HIQRI | 10.06% | $87,479,557 |
| MATRIX SUMMIT | MERIDIAN HARBOR | I5P4YX458 | HJNS | 11.63% | $62,940,159 |
| GLACIER FOCUS CREST | LEGACY OPTIMA | E2H7S4789 | PUS | 8.55% | $75,719,262 |
| VECTOR LEGACY OAK | PATHWAY VECTOR | B3IPQSVCE | GZEHL | 11.66% | $42,982,275 |
| VECTOR RADIAL BEACON | BEACON HORIZON | NVSFUNDWP | DDYMP | 8.89% | $47,799,315 |