Asset manager · Fort Wayne, IN
Qbox Fiduciary Solutions, LLC
SEC-registered investment adviser · CRD 167622 · SEC 801-107788
At a glance
Qbox Fiduciary Solutions, LLC is an SEC-registered investment adviser based in Fort Wayne, Indiana, with $429 million in regulatory assets under management as of its Form ADV filed September 2, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 127 individual clients. By Form ADV it is a asset manager, ranked 1,760th of 3,218 asset managers and 8,476th of 17,210 SEC-registered advisers by assets.
Main office 260-328-1889qboxfs.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $429M
- Rank among asset managers
- #1,760 of 3,218
- Rank among all SEC RIAs
- #8,476 of 17,210
- Rank in Indiana
- #72 of 146
- Individual clients
- 127
- High-net-worth clients
- 21
- Accounts
- 346
- Discretionary
- 99% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Mark C. KaufmanMember
- Gregory A. MoerchenManaging Member and Chief Compliance Officer
Custody and brokerage
2 custodians
- Matrix Trust$183M58%
- American Trust Custody$130M42%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 187 | $400M | 93% |
| High-net-worth individuals | 21 | $15M | 3% |
| Individuals | 106 | $15M | 3% |
Disciplinary disclosures
Qbox Fiduciary Solutions, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗qboxfs.com ↗
AtlasMembers
The full record on Qbox Fiduciary Solutions, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 990 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Qbox Fiduciary Solutions, LLC manage?
Qbox Fiduciary Solutions, LLC reports $429 million in regulatory assets under management across 346 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 2, 2026.
What kind of firm is Qbox Fiduciary Solutions, LLC?
Qbox Fiduciary Solutions, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Qbox Fiduciary Solutions, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($400 million, 187 clients); high-net-worth individuals ($15 million, 21 clients); individuals ($15 million, 106 clients).
Does Qbox Fiduciary Solutions, LLC have any disciplinary history?
Qbox Fiduciary Solutions, LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Qbox Fiduciary Solutions, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →