This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$254MItem 5.F on the latest filing (2026-08-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$254M

Private client RAUM

$218MderivedItem 5.D individuals plus high net worth individuals

Private client share

86%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$42.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

369

Individual clients

64

High net worth clients

39

Custody, client assets

$37.7M

SEC number

801-119095

CRD

146339

Filings on the tape

14

First filed

Jun 19, 2020

Latest filed

Aug 24, 2026

Organised

Corporation, DE

Website

familyfiduciary.net

• Occurred

  Mar 30, 2023
  Control person joined

  Daniel Cameron O'Neill (Director) appeared on Schedule A of Family Fiduciary Services, Inc.

  Form ADVobserved 4 days ago
• Occurred

  Jun 19, 2020
  First Form ADV filing

  Family Fiduciary Services, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4749541a-af28-4f9b-42fa-5f8a5c16b5be

First observed

Jun 19, 2020

Last observed

Aug 24, 2026 27 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.