{"url":"https://nivawealth.com/firms/family-financial-solutions-group-172725","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/172725","regulatoryAum":500744069,"crd":"172725","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5234179","suffix":null,"lastName":"TYLER","firstName":"MICHAEL","middleName":"ELLIS"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-10","regulatoryAum":335645112,"clients":20,"employees":1,"offices":1},{"filedOn":"2022-03-02","regulatoryAum":366652307,"clients":22,"employees":1,"offices":1},{"filedOn":"2023-03-20","regulatoryAum":309916227,"clients":20,"employees":1,"offices":1},{"filedOn":"2024-03-11","regulatoryAum":351463760,"clients":17,"employees":1,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":435379219,"clients":20,"employees":1,"offices":1},{"filedOn":"2026-03-10","regulatoryAum":500744069,"clients":20,"employees":1,"offices":1}],"secFileNumber":"801-80223","legalName":"Family Financial Solutions Group, LLC","displayName":"Family Financial Solutions Group","slug":"family-financial-solutions-group-172725","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"270 East College Drive, Suite 100","city":"Durango","state":"CO","stateName":"Colorado","country":"United States","postalCode":"81301"},"tradeNames":[],"registration":{"secApproved":"27 August 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":22644522.3125,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":500744069,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":500744069,"nonDiscretionaryAccounts":20,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":20},"clientTypes":[{"label":"High-net-worth individuals","clients":16,"regulatoryAum":362312357},{"label":"Corporations and other businesses","clients":4,"fewerThan5":true,"regulatoryAum":138431712}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T09:59:34.319994+00:00","documents":[{"name":"FAMILY FINANCIAL SOLUTIONS GROUP, LLC BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016682","versionId":1016682,"submittedOn":"2026-03-10"}]},"custodians":[],"custodyNote":"Family Financial Solutions Group does not have custody of client assets.","leadership":[{"name":"Michael Tyler","title":"Managing Member and CCO","crd":"5234179"}],"ownership":[{"label":"Michael Tyler","detail":"Managing member and cco in the 75% or more ownership band and a control person, since September 2006."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"270 East College Drive, Suite 100","city":"Durango","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"970-259-1040","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":55},{"label":"Non-exchange-traded equity securities","percent":11},{"label":"U.S. government/agency bonds","percent":19},{"label":"Investment grade corporate bonds","percent":10},{"label":"Non-investment grade corporate bonds","percent":3},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"10 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/172725/PDF/172725.pdf","brochureDate":"10 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016682","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Family Financial Solutions Group have?","answer":"Family Financial Solutions Group has 20 clients and manages $501 million for them, as of March 2026. They include 16 high-net-worth individuals and 4 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Family Financial Solutions Group offer?","answer":"Family Financial Solutions Group provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Family Financial Solutions Group have?","answer":"Family Financial Solutions Group has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Family Financial Solutions Group invest in?","answer":"At the end of its last fiscal year, Family Financial Solutions Group’s separately managed accounts held 55% exchange-traded equities, 19% U.S. government and agency bonds, 11% non-exchange-traded equities, 10% investment grade corporate bonds, 3% high-yield corporate bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Family Financial Solutions Group?","answer":"Family Financial Solutions Group’s direct owner is Michael Tyler (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Family Financial Solutions Group get paid?","answer":"Family Financial Solutions Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Family Financial Solutions Group registered with the SEC?","answer":"Yes, Family Financial Solutions Group has been registered with the SEC as an investment adviser since 27 August 2014. Its CRD number is 172725 and its SEC file number is 801-80223.","source":"Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Family Financial Solutions Group?","answer":"Family Financial Solutions Group’s main office is at 270 East College Drive, Suite 100, Durango, CO 81301. Its phone number is 970-259-1040.","source":"Form ADV Part 1A, Item 1.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}