RIA Intel›Advisers›Florida›SOCIUS FAMILY OFFICE, LLC

SOCIUS FAMILY OFFICE, LLC

Advisory

N·FORT LAUDERDALE, FL

Data as of Jun 10, 2024 · Source: SEC Form ADV

Total AUM

$915M

1-Year AUM Growth

+25.6%

3-Year CAGR

+15.6%

Employees

7

Assets Under Management

Total AUM$915M

Discretionary AUM$815M

Non-Discretionary AUM$100M

Discretionary %89.1%

Total Clients—

Team

Total Employees7

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record44

First FilingJun 14, 2010

Latest FilingJun 10, 2024

🔒 Full AUM trend chart and 44 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SOCIUS FAMILY OFFICE, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.