F
French Family Office, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
French Family Office, LLC operates as a solicitor that refers prospective clients to third‑party investment advisers rather than directly managing client assets or providing ongoing investment advice. The firm does not maintain client accounts, custody assets, or exercise investment discretion; clients engage the recommended third‑party managers directly.
Prior to making referrals the firm confirms that a chosen third‑party manager is properly licensed or registered but does not conduct ongoing performance reviews or implement investment strategies itself. Tailoring of investment approaches and account-level reviews are performed by the third‑party managers, and clients are directed to those managers’ Form ADV disclosures for details on methods and risks.
The firm’s brochure discloses several atypical features for an investment‑manager category firm: it has an operating tax and accounting affiliation and its principal is a licensed insurance agent, both of which create potential conflicts of interest that the firm describes and seeks to mitigate. It also relies on solicitation and referral‑based compensation rather than traditional percentage‑of‑assets advisory fees and documents solicitor agreements and disclosure materials for prospective clients.
Client services
Selection of other advisers
Fee options
Commissions received from insurance sales by Mr. French as a licensed insurance agent.
Main office location
French Family Office, LLC
609 Castle Ridge Road, Suite 445
Austin TX 78746, United States
Number of offices
2
Most active in
French Family Office, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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