Data / Investment advisers / Florida / Fiduciary Family Office, LLC
Fiduciary Family Office, LLC, Boca Raton, FL: $748 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fiduciary Family Office, LLC is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $748 million in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 326990
- SEC file number
- 801-128229
- SEC status
- Approved, effective June 26, 2023
- Main office
- 150 East Palmetto Park Road Suite 301, Boca Raton, FL 33432
- Phone
- (561) 353-4440
- Website
- fiduciaryfo.com
- Regulatory AUM
- $747,668,854 in the Form ADV filed March 11, 2026
- Discretionary AUM
- $625,268,562
- Non discretionary AUM
- $122,400,292
- Accounts
- 624
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $724.6 million |
| Charitable organizations | Fewer than 5 | $23 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $747.7 million | March 11, 2026 |
| December 1, 2025 | $696.1 million | March 21, 2025 |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| NFSG Corporation | Boca Raton | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Blue Water Advisors LP | Boca Raton | $927.9 million | 5 | adviserinfo.sec.gov |
| Singer Wealth Advisors LLC | Boca Raton | $910.6 million | Not listed | adviserinfo.sec.gov |
| Noesis Capital Management Corp | Boca Raton | $876.9 million | Not listed | adviserinfo.sec.gov |
| Benchmark Financial Wealth Advisors LLC | Boca Raton | $766.1 million | Not listed | adviserinfo.sec.gov |
| Bench Walk Advisors LLC | Boca Raton | $707.6 million | 81 | adviserinfo.sec.gov |
| Encore Housing Opportunity Fund Investment Manager, LLC | Boca Raton | $679.5 million | 5 | adviserinfo.sec.gov |
| F&V Capital Management, L.L.C. | Boca Raton | $557.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Fiduciary Family Office, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.