# TARBOX FAMILY OFFICE, INC.

TARBOX FAMILY OFFICE, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 106079
- Type: SEC-registered investment adviser
- SEC file number: 801-27225
- Location: 500 NEWPORT CENTER DRIVE, STE 500, NEWPORT BEACH, CA, 92660
- Phone: 949-721-2330
- Latest filing: 2026-03-26
- Regulatory AUM: $953.7M
- Discretionary AUM: $953.7M
- Clients: 8
- Accounts: 731

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Laura Ann Tarbox | PRESIDENT / CHIEF EXECUTIVE OFFICER | — |
| Michael J Nozzarella | MANAGING DIRECTOR | — |
| Mary Elizabeth Sigler | CHIEF COMPLIANCE OFFICER | — |
| TARBOX LAURA ANN | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ROBINSON ESTELLE RAE | CHIEF COMPLIANCE OFFICER; VICE-PRESIDENT AND OPERATIONS DIRECTOR | — |
| NOZZARELLA MICHAEL J | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | — |
| WILSON MARK DERRAL | VICE PRESIDENT | — |
| ALLAGOOD JILL ELIZABETH | DIRECTOR OF FINANCIAL PLANNING | — |
| SIGLER MARY ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| WALKER MATTHEW GENE | TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106079/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106079/similar
- Related entities: https://search.stillhousedata.com/firm/106079/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106079

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.