Tfo Family Office Partners

Who works here

• BB
  Benjamin Lewis Buri
• BP
  Brian Terrence Poe
• BG
  Brittany Leigh Genzale
• CR
  Caleb Gideon Rutter
• CS
  Casey Stearns
• CC
  Charles Robert Carroll
• CE
  Christopher Edward Erblich
• CC
  Clayton Jeffrey Caupp
• CH
  Connor Charles Humphrey
• DM
  Damon Todd Miller
• DB
  David Allen Bloom
• DS
  Donald Richard Scott
• EA
  Emily Ann Aepelbacher
• EB
  Emily Elizabeth Bolick
• JW
  Jacqueline Fischl Weflen
• JM
  Jake Ryan Moller
• JT
  James Theodore Tegeler
• JH
  Jill Anne Herbert
• KC
  Kevin Dennis Cowan
• KL
  Kim Kyung Nan Llumiquinga
• LS
  Lucas Rosito Jung Severo
• ML
  Mason Gabriel Longstreth
• MK
  Megan Midori Kawasaki-Mason
• MB
  Meili Cathleen Barlow
• SH
  Scott Michael Horn
• WC
  William Marshall Cummings
• ZG
  Zachary Alan Grant

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Tfo Family Office Partners

Legal name: Tfo Family Office Partners, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

159440