Najarian Family Office, LLC logo

Najarian Family Office, LLC

Updated today

Client assets under management

$75,556,958

Clients

66

38% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

13

Very Low

Average account size

$1,144,802

About

Najarian Family Office provides fee-based investment strategy and portfolio management to a select group of families and individuals, including high‑net‑worth clients, related trusts, charitable entities, and business entities. As of December 31, 2025 the firm reported approximately $75.6 million in discretionary assets under management and serves roughly 66 clients, and it offers both individualized asset management and several model portfolio strategies.

The firm’s investment process combines quantitative methods, technical analysis and computer models with third‑party research and software, and it may utilize independent or affiliated sub‑advisers as part of an investment committee structure. Portfolios may include mutual funds, ETFs, individual equities and fixed income and can employ option strategies and, in certain circumstances, leverage (including margin or leveraged ETFs) as part of implementation and hedging.

Distinctive features disclosed in the brochure include a recent ownership transition to an affiliated ownership group (Rebellion Capital Advisors, LLC) and a formal practice of delegating strategies to sub‑advisers, which the firm acknowledges can affect allocations and fee arrangements. The firm’s senior team has professional experience in market‑making, exchange trading, and quantitative/technology businesses, and it relies on institutional custodial relationships that provide trading, research, and technology services typically used by institutional investors.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Concentrated stock management

Fee options

Percentage

$0 - $1,000,000: 2.00% $1,000,000 - $10,000,000: 1.50% $10,000,000+: 0.80%

Other

Account minimum: $100,000

Main office location

Najarian Family Office, LLC

223 W Jackson Blvd., Suite 500

Chicago IL 60606, United States

Number of offices

5

Most active in

California · Colorado · Florida · Illinois · Michigan · New Jersey · New York · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Arielle C

Series 66

Chicago, IL

Najarian Family Office, LLC

Arielle Choyce is a financial advisor with Najarian Family Office, LLC in Chicago, IL, holding a Series 66 designation and nine years of industry experience. She has been with Najarian Family Office since 2016. Since 2021, she has also served as an investment education consultant for Market Rebellion, focusing on project management, operations, general office management, and event planning. Najarian Family Office provides fee-based investment management and family-office services to high-net-worth individuals, families, trusts, and other entities. The firm’s investment approach integrates quantitative methods, technical analysis, computer models, and outside research, with a focus on option strategies and specialized sub-advisory arrangements.

Options & derivatives strategies Concentrated stock management
user avatar

Todd R

Series 63, Series 65

Snowmass Village, CO

Najarian Family Office, LLC

Todd Raarup is a financial advisor at Najarian Family Office, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rebellion Capital Advisors, LLC and SYMMETRIC SYSTEMS. He serves on the board of directors and compensation committee for Net Element Inc., a financial technology company. Najarian Family Office provides fee-based investment management and family-office services to a select group of high-net-worth clients. The firm employs a quantitative, technical, and model-driven investment approach, utilizing option strategies, leverage, and affiliated sub-advisers to manage approximately $67 million across about 68 client relationships.

Options & derivatives strategies Concentrated stock management
user avatar

Jeffrey M

Series 65

Benton Harbor, MI

Najarian Family Office, LLC

Jeffrey Melgard is a financial advisor at Najarian Family Office, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Rebellion Capital Advisors, LLC, SYMMETRIC SYSTEMS, and Smc Option Holdings, LLC. Najarian Family Office provides fee-based investment management and family-office services to high-net-worth individuals, families, trusts, charitable entities, and corporations. The firm employs a trading- and quant-oriented investment approach that incorporates quantitative methods, technical analysis, option strategies, and the use of affiliated sub-advisers.

Options & derivatives strategies Concentrated stock management
user avatar

Pearlyn M

Series 63, Series 65

Chicago, IL

Najarian Family Office, LLC

Pearlyn Manieri is a financial advisor at Najarian Family Office, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at VYGR Digital Securities, LLC and Northern Trust Company. Since July 2023, she has also been involved with XYZ Newco Consulting as a broker dealer consultant. Najarian Family Office provides fee-based investment management and family-office services to high-net-worth individuals, families, trusts, and other entities. The firm employs a trading- and quant-oriented approach that integrates quantitative methods, technical analysis, and outside research, and it utilizes affiliated and independent sub-advisers to offer specialized strategies.

Options & derivatives strategies Concentrated stock management
user avatar

Alan C

Series 63, Series 65

Mount Pleasant, SC

Najarian Family Office, LLC

Alan Charach is a financial advisor with Najarian Family Office, LLC in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at VYGR Digital Securities, LLC, Bank of America, Merrill, David Lerner Associates, Inc., and Newport Coast Securities. Najarian Family Office provides fee-based investment management and family-office services to a select group of high-net-worth individuals, families, trusts, charitable entities, and business organizations. The firm employs a trading- and quant-oriented approach that integrates quantitative methods, technical analysis, computer models, and third-party research, often utilizing option strategies and affiliated sub-advisers to deliver specialized portfolio management.

Options & derivatives strategies Concentrated stock management
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