Fiduciary Family Office, LLC
● SEC registered since 2023CRD 326990SEC# 801-128229Boca Raton, FL
Reg. AUM
$747.7M
Employees
3
Accounts
624
Location
Boca Raton, FL
Fiduciary Family Office, LLC assets under management
Fiduciary Family Office, LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2023. It reports $747.7 million in regulatory assets under management and employs 3 people.
Fiduciary Family Office, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathleen Anne Grace Control | Managing Member And Chief Executive Officer | 50-75% | 2023 |
| Tabitha Terese Letourne Meyerer Control | Managing Member And Chief Compliance Officer | 25-50% | 2023 |
Frequently asked questions
How much does Fiduciary Family Office, LLC manage?
Fiduciary Family Office, LLC reports $747.7 million in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Family Office, LLC have?
Fiduciary Family Office, LLC reports 3 employees.
Where is Fiduciary Family Office, LLC located?
Fiduciary Family Office, LLC is based in Boca Raton, FL and has been SEC-registered since 2023.
Does Fiduciary Family Office, LLC disclose fund performance?
Fiduciary Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 East Palmetto Park Road, Suite 301, Boca Raton, FL 33432 |
| Phone | (561) 353-4440 |
| Fax | (561) 353-4445 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$747.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$747.7Mregulatory AUM
Discretionary $625.3MNon-discretionary $122.4M