# Michels Family Financial

Michels Family Financial is a RIA based in Fort Worth, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://michelsfamilyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/michelsfamilyfinancial

## Regulatory record

- **CRD number:** 319311
- **SEC file number:** 801-125881
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319311

## About

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.

## People

- Patricia Michels — Managing Member

## Questions

### 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.

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Last updated: 2026-07-06T01:24:21.379Z

Canonical page: https://altss.com/profile/michels-family-financial-llc

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