Scott Michael Horn

Employer firm

Tfo Family Office Partners CRD 159440

$5.04B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
  Phoenix, AZ
• 01/2022 → Present
  Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
  Phoenix, AZ

Previous Registrations

• 2008-02-21 → 2011-11-10
  Gfo Advisory Services, Llc
  Greenwich, CT
• 2002-09-23 → 2008-05-01
  Inlign Wealth Management, Llc
  Phoenix, AZ

Other Businesses

(1) 5060 BUILDING, LLC - INVESTMENT RELATED - 5060 N. 40TH STREET PHOENIX, AZ 85018 - MEMBER - REAL ESTATE - 05/2016 TO PRESENT 5-10 HOURS PER MONTH, MOST OF WHICH IS DURING TRADING HOURS -(2) TFO TRUST COMPANY, LLC - 212 S. MAIN AVENUE, SUITE 145, SIOUX FALLS, SD 57104 - INVESTMENT RELATED TRUST COMPANY BOARD MEMBER AND TREASURER AS OF 12/2017 - 0-10 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS - (3) ANDREW PTC, LLC DBA ANDREW TRUST COMPANY LLC - INVESTMENT RELATED - 100 W. LIBERTY ST., 9TH FLOOR, RENO, NV 89501 - PRIVATE TRUST COMPANY - INDEPENDENT DIRECTOR PROVIDING OVERSIGHT ON MANAGEMENT AND COMPLIANCE MATTERS FOR THE COMPANY - 11/2011 TO PRESENT - APPROXIMATELY 1-5 HOURS A MONTH, DURING SECURITIES TRADING HOURS (4) CHILDREN'S MUSEUM OF PHOENIX, 215 N. 7TH STREET, PHOENIX, AZ 85034, SERVES ON THE BOARD OF DIRECTORS, CO-CHAIR OF FINANCE COMMITTEE AND TREASURER, 09/2018 - PRESENT, 0 HOURS DURING SECURITIES TRADING HOURS, 1-5 HOURS DURING NON-BUSINESS HOURS (5) ARIZONA COMMUNITY FOUNDATION, 2201 E. CAMELBACK ROAD, SUITE 405B, PHOENIX, AZ 85016, INVESTMENT RELATED, SERVES ON THE PROFESSIONAL ADVISORY BOARD, 07/2019 - PRESENT, 1-5 HOURS DURING SECURITIES TRADING HOURS, 1-5 HOURS DURING NON-BUSINESS HOURS (6) TGEN FOUNDATION, 445 N. FIFTH STREET, PHOENIX, AZ 85004,NOT INVESTMENT RELATED, TGEN AMBASSADOR, 07/2019 - PRESENT, 1-5 HOURS DURING SECURITIES TRADING HOURS, 1-5 HOURS DURING NON-BUSINESS HOURS. (7) Brick Bridge LLC, Not Investment-related; 1755 E Aurelius Ave, Phoenix, AZ 85020; Nature of business - Holding company to receive partnership distributions and / or capital. Position held-Manager; Start date-8/21/25. Hours worked per month - 0; Hours worked during security trading hours - 0.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-03-10
• S65 Uniform Investment Adviser Law Examination
  2002-12-09

Other Names

• Scott Horn