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QBOX FIDUCIARY SOLUTIONS, LLC
CRD 167622File 801-107788
APPROVED
Retail clients
Disclosure events
Filing as of Sep 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$429.2M
Below cohort median (national)
Discretionary AUM
$425.5M
Non-discretionary $3.6M
Clients
314
346 accounts
Employees
2
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 19, 2016
- Principal office
- 3201 STELLHORN ROAD, D135, FORT WAYNE, IN, 46815
- Phone
- 260-328-1889
- Website
- HTTP://WWW.QBOXFS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $429.2M
- Discretionary AUM
- $425.5M
- Non-discretionary AUM
- $3.6M
- Discretionary accounts
- 279
- Non-discretionary accounts
- 67
- Total accounts
- 346
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $14.9M |
| Pension and profit sharing plans | 187 | $399.6M |
| Individuals (other than high net worth individuals) | 106 | $14.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 346 | 314 | decreased by32 |
| Apr 1, 2026 | AUM | $434,023,165 | $429,174,633 | decreased by$4,848,532 |
| Apr 1, 2026 | Accounts | 378 | 346 | decreased by32 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 312 | 346 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $318,813,310 | $434,023,165 | increased by$115,209,855 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 418 | 378 | decreased by40 |
| Apr 1, 2022 | Clients | 327 | 312 | decreased by15 |
| Apr 1, 2022 | AUM | $313,798,279 | $318,813,310 | increased by$5,015,031 |
| Apr 1, 2022 | Accounts | 343 | 418 | increased by75 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QBOX FIDUCIARY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QBOX FIDUCIARY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.