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QBOX FIDUCIARY SOLUTIONS, LLC
CRD 167622File 801-107788
APPROVED
Retail clients
Disclosure events
Filing as of Mar 5, 2026
Feed vintage Aug 17, 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
- 1020 E DUPONT ROAD, FORT WAYNE, IN, 46825
- Phone
- 260-328-1889
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.