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Family Office Investment Advisory LLC

● SEC registered since 2026CRD 339607SEC# 801-135842Scottsdale, AZ
Export (members)
Reg. AUM
$220M
Employees
3
Accounts
1
Location
Scottsdale, AZ

Family Office Investment Advisory LLC assets under management

Family Office Investment Advisory LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2026. It reports $220 million in regulatory assets under management and employs 3 people.

Family Office Investment Advisory LLC owners & executives

9 reported
NameTitleOwnershipSince
Family Office Advisory LLC ControlMemberOver 75%2026
Timothy Lee Voorhees ControlManager And Chief Compliance OfficerUnder 5%2026
Aegis Group, LLC ControlMember25-50%2026
Mark Allen ZieboldManager—2024
Mark Allen Ziebold ControlManager—2026
Mark Allen ZieboldTrustee—2020
Mark Allen ZieboldTrustee—2019
Private Retirement Plan Trust 1093 Vootim ControlMember25-50%2026
The 2020 Sale Irrevocable Trust ControlMember25-50%2026

Frequently asked questions

How much does Family Office Investment Advisory LLC manage?

Family Office Investment Advisory LLC reports $220 million in regulatory assets under management on its Form ADV.

How many employees does Family Office Investment Advisory LLC have?

Family Office Investment Advisory LLC reports 3 employees.

Where is Family Office Investment Advisory LLC located?

Family Office Investment Advisory LLC is based in Scottsdale, AZ and has been SEC-registered since 2026.

Does Family Office Investment Advisory LLC disclose fund performance?

Family Office Investment Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6991 E. Camelback Rd.,, Suite D-300, Scottsdale, AZ 85251
Phone(800) 447-7090
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

How this firm compares

Regulatory AUMTop 72%
Larger than 28% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers

Assets under management

$220Mregulatory AUM
Discretionary $220M