Fiduciary Family Office, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 326990
- Registered since
- June 26, 2023
- Website
- www.fiduciaryfo.com
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.92%
- Charitable Organizations3.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Fiduciary Family Office, LLC is an independent registered investment adviser that was registered with the SEC in 2023 and is owned by an individual. The firm serves individual and family clients and operates as a capital allocator, combining fee models that include a percentage of AUM, hourly charges, and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selecting other advisers. The firm reports a preference for equities and does not identify as an active ESG investor. It manages both discretionary and non-discretionary mandates and uses third‑party managers as part of its allocation work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents12%
- State & Local Bonds10%
- Private Funds8%
Owners & executives
1 of 1
Kathleen Grace
CEO & Managing MemberCRD 2617554
Contacts
1 of 1
Tabitha Meyerer
CCO, Managing MemberCRD 4453253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$43.4M in ETFs
74%
$32.1M
22%
$11.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $8.8M | 156,548 | 20.38% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 150 E Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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