DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Fiduciary Family Office, LLC
Why this class: Fiduciary Family Office acts as family CFO for many client families across generations..
Verified Sep 13, 2026 (4 days ago)
Last observed Sep 16, 2026 · 92 observations · 5 sources
2 people · 0 investments · 179 public positions · 75 events
Identity
90
high
Data depth
55
elevated
Freshness
100
high
Active deployment
0
low
Direct investing
0
low
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
55
elevated
Mandate confidence
0
low
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 56% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- unknown
- Headquarters
- Boca Raton, FL
- Office address
- 150 EAST PALMETTO PARK ROAD, SUITE 301, Boca Raton, FL, 33432
- Business phone
- (561) 353-4440
- Website
- fiduciaryfo.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $351M. Regulatory AUM $748M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $748M as of Mar 11, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Jun 26, 2023 · 3 employeesFact
- Client mix (Form ADV 5.D)
- Charitable organizations: n/a ($23.0M); High net worth individuals: 46 ($725M)Fact
- Form 13F
- $351M across 179 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Multi-family office 90%Fiduciary Family Office acts as family CFO for many client families across generations.Factverifiedfiduciaryfo.com“Contact us to explore whether Fiduciary Family Office is the right partner for your family’s financial journey.”
- Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
- Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
Family and wealth origin
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Kathleen Anne Grace | Managing Member and Chief Executive Officer | Leadership | email: kg@fiduciaryfo.com (verified by provider, Sep 12, 2026) | reports.adviserinfo.sec.gov Fact |
| Tabitha Letourneau Meyerer | Chief Compliance Officer | Operations and finance | phone: 561-353-4440 (published by the subject, May 14, 2026) | sec.gov Fact |
Office contact points
Office address: 150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432 (published by the subject) sec.gov
Investment mandate
inferred only: public equity book 350849317.0
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $351M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
Top 40 positions of 179 for the quarter ended Mar 31, 2026; $260M shown of $351M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| APPLE INC | COM | $113M | 446,402 | 32.3% |
| NVIDIA CORPORATION | COM | $13.4M | 76,744 | 3.8% |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $9.8M | 173,778 | 2.8% |
| ALPHABET INC | CAP STK CL A | $9.7M | 33,800 | 2.8% |
| MICROSOFT CORP | COM | $8.0M | 21,684 | 2.3% |
| AMAZON COM INC | COM | $7.0M | 33,394 | 2.0% |
| ELI LILLY & CO | COM | $5.6M | 6,070 | 1.6% |
| SPDR GOLD TR | GOLD SHS | $4.8M | 11,223 | 1.4% |
| BROADCOM INC | COM | $4.6M | 14,770 | 1.3% |
| JPMORGAN CHASE & CO | COM | $4.3M | 14,644 | 1.2% |
| META PLATFORMS INC | CL A | $4.1M | 7,123 | 1.2% |
| VANGUARD INDEX FDS | VALUE ETF | $4.0M | 20,623 | 1.2% |
| JOHNSON & JOHNSON | COM | $3.8M | 15,413 | 1.1% |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.7M | 17,160 | 1.1% |
| AMERICAN EXPRESS CO | COM | $3.7M | 12,191 | 1.1% |
| LAM RESEARCH CORP | COM NEW | $3.5M | 16,399 | 1.0% |
| PHILIP MORRIS INTL INC | COM | $3.2M | 19,168 | 0.9% |
| ABBVIE INC | COM | $3.1M | 14,140 | 0.9% |
| ALPHABET INC | CAP STK CL C | $3.1M | 10,713 | 0.9% |
| WELLS FARGO & CO | COM | $3.0M | 37,924 | 0.9% |
| VISA INC | COM CL A | $3.0M | 9,820 | 0.8% |
| ORACLE CORP | COM | $2.6M | 17,494 | 0.7% |
| VERTIV HOLDINGS CO | COM CL A | $2.6M | 10,214 | 0.7% |
| PARKER-HANNIFIN CORP | COM | $2.4M | 2,711 | 0.7% |
| INVESCO CURRENCYSHARES SWISS | SWISS FRANC | $2.4M | 21,960 | 0.7% |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.4M | 9,201 | 0.7% |
| CISCO SYS INC | COM | $2.4M | 30,674 | 0.7% |
| BANK AMERICA CORP | COM | $2.3M | 46,281 | 0.6% |
| ISHARES TR | RUS 1000 VAL ETF | $2.2M | 10,380 | 0.6% |
| MCKESSON CORP | COM | $2.2M | 2,495 | 0.6% |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $2.1M | 31,948 | 0.6% |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 4,466 | 0.6% |
| RESTAURANT BRANDS INTL INC | COM | $2.1M | 27,752 | 0.6% |
| PROCTER & GAMBLE CO | COM | $2.0M | 14,143 | 0.6% |
| EXXON MOBIL CORP | COM | $2.0M | 11,633 | 0.6% |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.0M | 3,028 | 0.6% |
| BANK NEW YORK MELLON CORP | COM | $1.9M | 16,106 | 0.5% |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.9M | 3,179 | 0.5% |
| WALMART INC | COM | $1.9M | 14,890 | 0.5% |
| PALANTIR TECHNOLOGIES INC | CL A | $1.8M | 12,517 | 0.5% |
Changes between the last two quarters
- Mar 31, 2026 Fiduciary Family Office, LLC increased Oracle Corp 12,292 -> 17,494 shares ($2,395,834 -> $2,573,554) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC increased Procter & Gamble Co 5,222 -> 14,143 shares ($748,359 -> $2,042,849) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC exited J P Morgan Exchange Traded F (was $9,472,863, 118,000 shares) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC opened a $2,424,604 position in Invesco Currencyshares Swiss (21,960 shares) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC increased Spdr Gold Tr 7,393 -> 11,223 shares ($2,929,920 -> $4,829,145) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC reduced Walmart Inc 21,500 -> 14,890 shares ($2,395,324 -> $1,850,512) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC increased ELI Lilly & Co 2,848 -> 6,070 shares ($3,060,873 -> $5,582,756) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC increased Abbvie Inc 9,891 -> 14,140 shares ($2,259,883 -> $3,075,278) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC increased Johnson & Johnson 9,307 -> 15,413 shares ($1,926,141 -> $3,767,643) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC increased Bank America Corp 36,929 -> 46,281 shares ($2,031,075 -> $2,256,206) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC increased Amazon Com Inc 23,763 -> 33,394 shares ($5,485,051 -> $6,954,887) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC increased American Express Co 8,920 -> 12,191 shares ($3,299,983 -> $3,687,557) sec.gov
- Mar 31, 2026 Fiduciary Family Office, LLC increased Alphabet Inc 7,688 -> 10,713 shares ($2,412,494 -> $3,073,131) sec.gov
- Sep 30, 2025 Fiduciary Family Office, LLC increased Cisco Sys Inc 15,407 -> 32,016 shares ($1,068,947 -> $2,190,544) sec.gov
- Sep 30, 2025 Fiduciary Family Office, LLC increased ELI Lilly & Co 2,241 -> 2,876 shares ($1,746,927 -> $2,194,464) sec.gov
- Sep 30, 2025 Fiduciary Family Office, LLC reduced Vanguard Index Fds 5,290 -> 3,869 shares ($3,004,879 -> $2,369,298) sec.gov
- Sep 30, 2025 Fiduciary Family Office, LLC opened a $8,897,200 position in J P Morgan Exchange Traded F (118,000 shares) sec.gov
- Jun 30, 2025 Fiduciary Family Office, LLC reduced Vanguard Index Fds 13,709 -> 9,851 shares ($3,039,971 -> $2,334,490) sec.gov
- Jun 30, 2025 Fiduciary Family Office, LLC opened a $5,467,275 position in Vanguard Index Fds (30,934 shares) sec.gov
- Jun 30, 2025 Fiduciary Family Office, LLC opened a $2,286,864 position in Ishares Tr (11,774 shares) sec.gov
- Jun 30, 2025 Fiduciary Family Office, LLC increased Interactive Brokers Group in 14,533 -> 44,056 shares ($2,406,519 -> $2,441,143) sec.gov
- Mar 31, 2025 Fiduciary Family Office, LLC exited Harbor Etf Trust (was $23,324,979, 1,053,741 shares) sec.gov
- Mar 31, 2025 Fiduciary Family Office, LLC exited Alps Etf Tr (was $11,850,779, 246,071 shares) sec.gov
- Mar 31, 2025 Fiduciary Family Office, LLC exited Select Sector Spdr Tr (was $24,185,856, 319,538 shares) sec.gov
- Mar 31, 2025 Fiduciary Family Office, LLC exited Select Sector Spdr Tr (was $22,444,789, 170,346 shares) sec.gov
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedFiduciary Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (Fiduciary Family Office acts as family CFO for many client families across generations.)ClassificationFactfiduciaryfo.com
- Sep 11, 2026Classification changedFiduciary Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)ClassificationInferenceno URL
- Sep 11, 2026Office discoveredFiduciary Family Office, LLC found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 92 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (1 days)
Contactability
+15 named decision-makers (Kathleen Anne Grace (Managing Member and Chief Executive Officer))
+10 verified business emails (1)
+20 verified business phones (2)
+10 office address
Data confidence
+10 website
+10 people
+5 public holdings
+10 regulatory record
+20 independent sources (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (5 sources)
+30 analyst-verified
Research priority
+14 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($747,668,854)
+8 multi-family office
+0 rank (465)
Mandate confidence
no components; scored 0
Identity confidence
+90 classification (CONFIRMED_MFO (Fiduciary Family Office acts as family CFO for many client families across generations.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 filed a 13F for a recent quarter (the entity operates; not deployment)
+25 a source-dated fact within 12 months (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name,services_description | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-11 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | Fiduciary Family Office, LLC | Grove Advisors, LLC | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | FAMILY OFFICE SERVICES | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,selection_of_other_advisers,other | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2023-06-26 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 2 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | (561) 353-4440 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 46 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"charitable_organizations":{"clients":null,"raum_usd":23021418,"fewer_than_5":false},"high_net_worth_individuals":{"clients":46,"raum_usd":724647436,"fewer_tha | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Employees | 3 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Filing address | 150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 179 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 183 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 185 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 187 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 187 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 75 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $351M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $348M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $351M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $305M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $301M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $340M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Boca Raton, FL | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Boca Raton, FL | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Boca Raton, FL | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Boca Raton, FL | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Boca Raton, FL | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Boca Raton, FL | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Boca Raton, FL | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Legal form | Limited Liability Company | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | 150 EAST PALMETTO PARK ROAD, SUITE 301, Boca Raton, FL, 33432 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | multi_family_office “Contact us to explore whether Fiduciary Family Office is the right partner for your family’s financial journey.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) fiduciaryfo.com | Fact |
| Private funds advised | 0 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 624 | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $725M | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $748M | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Website | fiduciaryfo.com “office website fiduciaryfo.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) fiduciaryfo.com | Fact |
| Website | fiduciaryfo.com | Mar 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) fiduciaryfo.com | Fact |
| Website read | site-fo-3 | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) fiduciaryfo.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) fiduciaryfo.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) fiduciaryfo.com | Fact |
| Website title | Fiduciary Family Office | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) fiduciaryfo.com | Fact |
| Website title | Fiduciary Family Office | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) fiduciaryfo.com | Fact |
| Website title | Fiduciary Family Office | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) fiduciaryfo.com | Fact |
| Website title | Fiduciary Family Office | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) fiduciaryfo.com | Fact |
| Website title | Fiduciary Family Office | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) fiduciaryfo.com | Fact |