SourcingSourcing

FIDUCIARY FAMILY OFFICE, LLC

B56
CRD 326990·SEC 801-128229·BOCA RATON, FL
AUM
$747.7M
$500M-$1B
Est. Revenue
$7.5M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIDUCIARY FAMILY OFFICE, LLC
CRD
326990
SEC file #
801-128229
EIN
931571921
DBA names
—

Economics

AUM
$747.7M
AUM band
$500M-$1B
AUM trajectory
'25'26
$696.1M → $747.7M▲ +7%
Client mix
Individuals High Net Worth46

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
fiduciaryfo.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRACE, KATHLEEN, ANNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GRACE, KATHLEEN, ANNE
MEYERER, TABITHA, TERESE LETOURNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FIDUCIARYFO.COM
Rdap Domain Creation Date
2023-05-26T19:29:18Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002020280
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-05-07
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001172661-26-001820

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Goldman Sachs4
E*trade4
Edgar Addresses
Mailing
150 EAST PALMETTO PARK ROADSUITE 301BOCA RATON, FL 33432
Business
150 EAST PALMETTO PARK ROADSUITE 301BOCA RATON, FL 33432
Edgar EIN
931571921
Edgar Recent Filings
13F-HR2026-05-14 · 0001172661-26-001820
13F-HR2026-02-10 · 0001172661-26-000576
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-26T19:29:18Z
Rdap Domain Last Changed
2025-05-27T16:19:33Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2617554
Trust Company Affiliate
No

People (2)

2
GRACE, KATHLEEN, ANNE
IAR · Direct Owner · 62.5%
2617554
MEYERER, TABITHA, TERESE LETOURNE
IAR · Direct Owner · 37.5%
4453253