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 limited liability company that operates as an institutional RIA and a capital allocator. The firm registered with the SEC in 2016 and is owned by an individual principal. Its client base includes both individuals and families as well as institutional investors. Compensation is charged as a percentage of assets under management and via fixed fees. Services flagged on regulatory filings include portfolio management for individuals and small businesses, selection of other advisers, pension consulting-related work, and educational workshops or seminars. The firm is not identified as an active ESG investor and is not positioned as a multi-state or newly formed adviser on its filing.