Qbox Fiduciary Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Wayne, IN. Its latest Form ADV filing, dated March 5, 2026, reports $429M in regulatory assets under management, 2 employees, and 346 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 59.6% of total clients.
Top client categories% of clientsClients
1
Pension Plans
59.6%
187
2
Individuals
33.8%
106
3
HNWI
6.7%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$429Mas of March 5, 2026
Discretionary99.2%
$426M
99% of total RAUM99.2%
Non-discretionary0.8%
$4M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$429M
Total Accounts346
10Y AUM Change+$332M (+340.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee157:1
10Y Employee Change-1 (-33.3%)
* 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.