CRD: 325089
Stenger Family Office, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-03-2023
- Office Locations
- 2
Office Locations
About Stenger Family Office, LLC
Stenger Family Office is a fiduciary RIA and multi-family office based in Naperville, IL, serving families nationwide. Services span financial planning, investment management (core stock portfolios and ETF asset-allocation models), tax strategy/preparation, and estate planning, supported by in-house CPAs and partner attorneys. Custody is through Charles Schwab’s open-architecture platform, and clients can access Estate Guru for wills and trusts.
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Owner & Executives
Nicholas David Stenger
Chief Executive Officer, Financial Advisor, Managing Member
- CRD
- #6493900
- Ownership
- 75% or more
JULIA PATRICIA FORAN
Chief Compliance Officer
- CRD
- #6961314
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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James Allan Bailey
--
- CRD
- #8310093
Audrey Feldpausch
Vice President; Financial Advisor
- CRD
- --
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $720,551,937 | $291,993 |
| Non-Discretionary | $14,387,478 | $525,846 |
| Total | $734,939,415 | $294,503 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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