SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
BMO Family Office, LLC
Chicago, IL
CRD 110264
Firm filing updated January 28, 2026 ·
- $10BAssets
- 73Clients
- 75Advisory staff
- 5,101Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals70
- Pooled vehicles3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 70 | $9.8 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $167.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 7 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "ASSET ALLOCATION, PERFORMANCE MEASUREMENT, NON-DISCRETIONARY INVESTMENT ADVISORY, AND SUBADVISORY SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "ASSET ALLOCATION, PERFORMANCE MEASUREMENT, NON-DISCRETIONARY INVESTMENT ADVISORY, AND SUBADVISORY SERVICES"
Assets and accounts
- Regulatory assets$10.0 billion
- Accounts5,101
- Discretionary$9.8 billion · 5,052 accounts
- Non-discretionary$166.2 million · 49 accounts
People
- Employees130
- Advisory staff75
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 110264, SEC file 801-56868.
- Registered with the SEC as an investment advisor (status date on record: October 20, 1999).
Is Bmo Family Office, LLC a fiduciary?
Short answer: Bmo Family Office, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.