QBOX FIDUCIARY SOLUTIONS, LLC

Overview

Qbox Fiduciary Solutions, LLC is an owner-operated advisory firm that positions itself as an active capital allocator for individual, family and institutional clients. The firm is SEC-registered (since 2016) and runs a mix of fee models — charging a percentage of assets under management and offering fixed-fee arrangements. Its advisory services include discretionary portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars and workshops. Qbox does not identify as an ESG-focused investor and operates a concentrated business model rather than a multi-state platform. Investment activity shows a clear tilt toward pooled public vehicles for core exposures, while the firm retains the capability to direct capital to third-party alternative managers when the opportunity set calls for it. The adviser lists itself as a capital allocator and uses external managers for certain strategies, consistent with a model that blends internally managed allocations (via mutual funds/public funds) with outsourced alternative strategies and specialist manager access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices