Data / Investment advisers / Illinois / Stenger Family Office, LLC
Stenger Family Office, LLC, Naperville, IL: $735 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stenger Family Office, LLC is an SEC registered investment adviser with its main office in Naperville, Illinois and reports $735 million in regulatory assets under management in its Form ADV filed July 21, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 325089
- SEC file number
- 801-127416
- SEC status
- Approved, effective March 3, 2023
- Main office
- Naperville Financial Center, 400 East Diehl Road Suite 550, Naperville, IL 60563
- Phone
- (630) 912-8295
- Regulatory AUM
- $734,939,415 in the Form ADV filed July 21, 2026
- Discretionary AUM
- $720,551,937
- Non discretionary AUM
- $14,387,478
- Accounts
- 2,287
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 307 | $608 million |
| Individuals (other than high net worth individuals) | 578 | $115.3 million |
| Pension and profit sharing plans | 2 | $11.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $734.9 million | July 21, 2026 |
| May 1, 2026 | $686.2 million | April 28, 2026 |
| March 2, 2026 | $628.1 million | February 20, 2026 |
| December 1, 2025 | $521.5 million | August 11, 2025 |
Other advisers in Naperville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Calamos Advisors LLC | Naperville | $43.89 billion | 3 | adviserinfo.sec.gov |
| Ptma Investment Advisors | Naperville | $30.59 billion | Not listed | adviserinfo.sec.gov |
| Calamos Wealth Management LLC | Naperville | $5.48 billion | Not listed | adviserinfo.sec.gov |
| Lantz Financial LLC | Naperville | $994.1 million | Not listed | adviserinfo.sec.gov |
| Intentgen Financial Partners | Naperville | $756.6 million | Not listed | adviserinfo.sec.gov |
| DHJJ Financial Advisors | Naperville | $623.4 million | Not listed | adviserinfo.sec.gov |
| Rai Wealth | Naperville | $530.8 million | Not listed | adviserinfo.sec.gov |
| Windrock Wealth Management | Naperville | $363.2 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Naperville, IL
- Investment advisers in Illinois
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Stenger Family Office, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.