FAMILY FIDUCIARY SERVICES, INC.
SEC RegisteredWelcome to Family Fiduciary, where your financial well-being is our top priority.
About the firm
Family Fiduciary Services, Inc. is an independent Registered Investment Advisor operating as a family office. They are committed to safeguarding family wealth and managing investment and estate planning needs, compensated by clearly disclosed fees rather than commissions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment management, estate planning, trustee services, and financial planning. Portfolios are managed according to principles of equity ownership, portfolio diversification, and tax sensitivity.
Who they serve
Entrepreneurs, innovators, highly compensated executives, and families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 64 | $16M |
| High Net Worth Individuals | 39 | $202M |
| Charitable Organizations | 9 | $23M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1.0 million | 1.50% |
| Over $1.0 million to $5 million | 1.00% |
| Over $5.0 million to $15.0 million | 0.75% |
| Over $15.0 million | 0.50% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FAMILY FIDUCIARY SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.