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FIDUCIARY FAMILY OFFICE, LLC
CRD 326990File 801-128229
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$747.7M
Above cohort median (national)
Discretionary AUM
$625.3M
Non-discretionary $122.4M
Clients
46
624 accounts
Employees
3
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 26, 2023
- Principal office
- 150 EAST PALMETTO PARK ROAD, SUITE 301, BOCA RATON, FL, 33432
- Phone
- (561) 353-4440
- Website
- https://fiduciaryfo.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $747.7M
- Discretionary AUM
- $625.3M
- Non-discretionary AUM
- $122.4M
- Discretionary accounts
- 554
- Non-discretionary accounts
- 70
- Total accounts
- 624
- AUM per client
- $16.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $23.0M |
| High net worth individuals | 46 | $724.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.