Michels Family Financial, LLC
● SEC registered since 2022CRD 319311SEC# 801-125881Fort Worth, TX
Reg. AUM
$347.9M
Employees
8
Accounts
1,391
Location
Fort Worth, TX
Michels Family Financial, LLC assets under management
Michels Family Financial, LLC is a registered investment adviser overseen by the SEC based in Fort Worth, TX. The firm has been registered since 2022. It reports $347.9 million in regulatory assets under management and employs 8 people.
Michels Family Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Eugene Michels Control | Managing Member, Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Michels Family Financial, LLC manage?
Michels Family Financial, LLC reports $347.9 million in regulatory assets under management on its Form ADV.
How many employees does Michels Family Financial, LLC have?
Michels Family Financial, LLC reports 8 employees.
Where is Michels Family Financial, LLC located?
Michels Family Financial, LLC is based in Fort Worth, TX and has been SEC-registered since 2022.
Does Michels Family Financial, LLC disclose fund performance?
Michels Family Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6000 Western Place, Suite 380, Fort Worth, TX 76107 |
| Phone | 817-719-9999 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$347.9M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$347.9Mregulatory AUM
Discretionary $347.9M