Qbox Fiduciary Solutions, LLC
● SEC registered since 2016CRD 167622SEC# 801-107788Fort Wayne, IN
Reg. AUM
$429.2M
Employees
2
Accounts
346
Location
Fort Wayne, IN
Qbox Fiduciary Solutions, LLC assets under management
Qbox Fiduciary Solutions, LLC operates as an SEC-registered investment adviser based in Fort Wayne, IN. The firm has been registered since 2016. It reports $429.2 million in regulatory assets under management and employs 2 people.
Qbox Fiduciary Solutions, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Allen Moerchen Control | Managing Member And Chief Compliance Officer | 50-75% | 2013 |
| Mark Christian Kaufman Control | Member | 50-75% | 2013 |
Frequently asked questions
How much does Qbox Fiduciary Solutions, LLC manage?
Qbox Fiduciary Solutions, LLC reports $429.2 million in regulatory assets under management on its Form ADV.
How many employees does Qbox Fiduciary Solutions, LLC have?
Qbox Fiduciary Solutions, LLC reports 2 employees.
Where is Qbox Fiduciary Solutions, LLC located?
Qbox Fiduciary Solutions, LLC is based in Fort Wayne, IN and has been SEC-registered since 2016.
Does Qbox Fiduciary Solutions, LLC disclose fund performance?
Qbox Fiduciary Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1020 E Dupont Road, Fort Wayne, IN 46825 |
| Phone | 260-328-1889 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$429.2M▼ 1%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$429.2Mregulatory AUM
Discretionary $425.5MNon-discretionary $3.6M