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Tobias Financial Advisors
Tobias Financial Advisors is an SEC-registered investment adviser in Plantation, FL, since 1989. The firm manages $1.2 billion in assets. It has 26 employees...
Tobias Financial Advisors
Tobias Financial Advisors is an SEC-registered investment adviser in Plantation, FL, since 1989. The firm manages $1.2 billion in assets. It has 26 employees and 9 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1984
AUM
$1B – $10B (Altss estimate)
Location
Region
North America
Country
United States
City
Plantation
Corporate office
Fort Lauderdale, FL, United States
Additional offices
Miami, FL
Principals
Ron Buttar
CEO
Jeffrey M. Verdon
Managing Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Tobias Financial Advisors?
Ron Buttar serves as CEO and oversees the investment committee. Jeffrey M. Verdon is Managing Principal and leads wealth planning. The committee includes seasoned portfolio managers and tax strategists (per firm website).
How does Tobias source proprietary deal flow?
The firm does not publicly describe a proprietary deal-sourcing operation. Tobias allocates to alternatives mostly through established fund managers and real estate syndications, not direct private investments (per firm website).
Is Tobias structured as a single family office or a multi-family office?
Tobias is a fee-only registered investment adviser (RIA) that operates as a multi-family office. It serves multiple families, each with a dedicated relationship team, but the firm is not tied to any one founding family's wealth (per firm website).
Does Tobias participate in fund commitments or only direct deals?
Tobias participates primarily through fund commitments. Client portfolios access alternative investments via external private equity funds, real estate partnerships, and private credit vehicles, not through direct co-investment SPVs (per firm website).
What investment stages does Tobias typically target?
Tobias focuses on liquid public markets for the core portfolio. Its alternative sleeve targets income-oriented private real estate and growth-stage private equity, though the firm does not publicly specify a stage preference beyond diversified long-term growth (per firm website).
How is Tobias related to Joel Tobias?
Joel Tobias founded the firm in 1984 and led it until his retirement. Ron Buttar, the current CEO, was a long-time partner who assumed leadership upon Tobias's retirement. The firm retains the founder's name but operates under professional management (per firm website).
Does Tobias maintain philanthropic structures?
Tobias advises clients on charitable giving vehicles such as donor-advised funds and private foundations, but does not operate its own philanthropic arm. The firm's estate planning team integrates charitable strategies into broader wealth transfers (per firm website).
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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