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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-16-1986
- Office Locations
- 1
Office Locations
About Tarbox Family Office, Inc.
Tarbox Family Office is a Newport Beach RIA that acts as a family financial office, combining customized investment management with coordinated estate, tax, and charitable planning implementation. The firm emphasizes transparency and objectivity while keeping client finances organized with a clear, always-on view of the whole picture. Investment toolkit includes public funds and ETFs; primary custodian is Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LAURA ANN TARBOX
Advisor, Chief Executive Officer, President
- CRD
- #727947
- Ownership
- 50% but less than 75%
MICHAEL J NOZZARELLA
Director, MANAGING DIRECTOR
- CRD
- #4795933
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Connor Michael Macho
--
- CRD
- #8136990
MICHAEL J NOZZARELLA
Director, MANAGING DIRECTOR
- CRD
- #4795933
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $953,740,765 | $1,304,707 |
| Non-Discretionary | $0 | -- |
| Total | $953,740,765 | $1,304,707 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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