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Michels Family Financial
Michels Family Financial is the single-family office for the Michels family, tied to Michels Corporation. Led by Patricia Michels, with undisclosed AUM.
Michels Family Financial
Michels Family Financial, LLC is an SEC-registered investment adviser in Fort Worth, TX, registered since 2022. The firm manages approximately $348 million in regulatory assets. It has 8 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Fort Worth
Corporate office
New York, NY, United States
Principals
Patricia Michels
Managing Member
Frequently asked questions
Who runs investment decisions at Michels Family Financial?
Patricia Michels serves as Managing Member (per public record). She oversees the family office's investment activity, though the full investment team is not publicly disclosed.
Where does the underlying wealth for Michels Family Financial come from?
The wealth originates from the Michels family's ownership of Michels Corporation, a large US infrastructure and utility contractor founded in 1959 by Dale Michels (public record). The company is one of the largest family-owned construction firms in the United States.
Is Michels Family Financial structured as a single family office?
Yes. The firm operates as a single-family office, managing assets solely for the Michels family. There is no indication it accepts outside capital or serves other families.
Does Michels Family Financial invest directly or through funds?
The firm is known to invest directly and through co-investments, as typical for family offices of its scale. It also allocates to fund vehicles across asset classes (per public profiles).
What investment sectors or asset classes does Michels Family Financial focus on?
The office diversifies across equities, fixed income, real estate, and alternative investments. No specific sector concentration is publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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