Family Fiduciary Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Beverly, MA. Its latest Form ADV filing, dated March 26, 2026, reports $254M in regulatory assets under management, 5 employees, and 369 accounts.
Assets Under Management
$254M
Employees
5
Offices
--
Total Clients
129
Primary office
BEVERLY, MA
900 CUMMINGS CENTER, SUITE 212-U, BEVERLY, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.6% of total clients.
Top client categories% of clientsClients
1
Individuals
49.6%
64
2
HNWI
30.2%
39
3
Corporations
8.5%
11
4
Pension Plans
7.0%
9
5
Charitable
4.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of March 26, 2026
Discretionary100.0%
$254M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$254M
Total Accounts369
10Y AUM Change+$149M (+142.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee26:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.