Casey Stearns
Investment Adviser Representative at TFO Family Office Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
casey stearns is an investment adviser representative with TFO Family Office Partners in Phoenix, AZ, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Arizona and Texas.
Office
Advisors at this office: 27
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TFO Family Office PartnersMay 2025 – no end date reportedPhoenix, AZ
- CaptrustSep 2024 – Apr 2025Phoenix, AZ
- Charles SchwabJun 2024 – Aug 2024Phoenix, AZ
- CaptrustJan 2024 – May 2024Phoenix, AZ
- Grand Canyon UniversitySep 2022 – Apr 2024Phoenix, AZ
- Grand Canyon UniversityDec 2021 – Apr 2022Phoenix, AZ
- YMCA of Metropolitain DenverAug 2020 – Aug 2023Denver, CO
- YMCA of Metropolitain DenverSep 2019 – Apr 2020Denver, CO
- StudentApr 2020 – Aug 2020Denver, CO
- StudentJan 2015 – Aug 2019Denver, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TFO Family Office Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, investment advisory, family office services, estate planning, tax consulting and compliance, trust services, family governance and education, philanthropic planning, corporate retirement plans, accounting and bill pay, and trustee services
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 27
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Phoenix, AZ
- SEC file number:
- 801-72840
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at TFO Family Office Partners
Showing 12 of 27 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Casey Stearns has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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