Qbox Fiduciary Solutions, LLC

RIASEC RegisteredEst. 2016

Total AUM

$429M

Discretionary

$426M

99% of AUM

Avg account

$1.2M

Accounts

346

Employees

Advisory reps

Firm details

Headquarters: Fort Wayne, Indiana
CRD number: 167622
Registered since: May 19, 2016
Website: www.qboxfs.com
Custodians: MATRIX SECURITIES, INC., AMERICAN TRUST CUSTODY
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans93.11%
HNWI3.46%
Individuals3.43%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Qbox Fiduciary Solutions, LLC is an SEC-registered institutional RIA formed in 2016 and organized as an LLC with individual ownership. The firm serves both individual/family and institutional clients and bills on a mix of percentage-of-AUM and fixed-fee arrangements. Its stated advisory activities include portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and delivery of educational seminars and workshops. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor.