Fiduciary Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 11, 2026, reports $748M in regulatory assets under management, 3 employees, and 624 accounts.
Assets Under Management
$748M
Employees
3
Offices
--
Total Clients
46
Primary office
BOCA RATON, FL
150 EAST PALMETTO PARK ROAD, SUITE 301, BOCA RATON, FL, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
46
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$748Mas of March 11, 2026
Discretionary83.6%
$625M
84% of total RAUM83.6%
Non-discretionary16.4%
$122M
16% of total RAUM16.4%
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$748M
Total Accounts624
10Y AUM Change+$748M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee15:1
10Y Employee Change+1 (+50.0%)
* 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.