Fiduciary Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Fiduciary Family Office reports 46 clients. They include 46 high-net-worth individuals. Of its assets, 83.6% ($625M across 554 accounts) are managed with discretion; $122M across 70 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 97% |
| Charitable organizations | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 46 | $725M | 96.9% | $15.8M |
| Charitable organizations | Fewer than 5 | $23M | 3.1% | — |
| Total | 46 | $748M | 100% | — |
- Clients
- 46
- Regulatory AUM
- $725M
- AUM share
- 96.9%
- Avg. per client
- $15.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $23M
- AUM share
- 3.1%
- Avg. per client
- —
Total
- Clients
- 46
- Regulatory AUM
- $748M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Fiduciary Family Office charges 0.50%–1.50% a year for its Investment Management Fees. The fee is billed in advance, is negotiable, has a $20,000 annual minimum and requires an account of at least $2,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fixed fee of $30,000 to $250,000 or hourly fee of $350 to $600, negotiable by scope; half of a project fee is payable on signing.
Kathleen Grace owns 50% to 75% of Fiduciary Family Office. Kathleen Grace is CEO; the leadership team includes Chief Compliance Officer Tabitha Meyerer. It has 3 employees, 2 of them in advisory roles.
Leadership
Kathleen GraceManaging Member and Chief Executive Officer
Tabitha MeyererManaging Member and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Fiduciary Family Office, LLC
Kathleen Grace
Control person · since May 2023
- Owns 25% to 50% of Fiduciary Family Office, LLC
Tabitha Meyerer
Control person · since May 2023
Fiduciary Family Office’s regulatory assets grew Infinity× from $0 (August 2023) to $748M (March 2026); employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $748M | 46 | 3 | 1 |
| March 2025 | $696M | 45 | 3 | 2 |
| May 2024 | $610M | 43 | 3 | 2 |
| August 2023 | $0 | 0 | 2 | 2 |
Besides its headquarters, Fiduciary Family Office has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 150 East Palmetto Park Road, Suite 301, Boca RatonHQ
Contact and registration details
- Legal name
- Fiduciary Family Office, LLC
- Headquarters
- 150 East Palmetto Park Road, Suite 301, Boca Raton, FL 33432
- Website
- fiduciaryfo.com
- Phone
- 561-353-4440
- SEC file
- 801-128229
- Structure
- Delaware LLC
- Fiscal year end
- December
Fiduciary Family Office uses Charles Schwab ($604M, 88%) and Goldman Sachs & Co. ($85.8M, 12%) as custodians for its separately managed accounts. Fiduciary Family Office has custody of $265M in client assets for 46 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $604M88%
- Goldman Sachs & Co.Goldman Sachs & Co. LLC · New York, NY · $85.8M12%
At year end, Fiduciary Family Office’s separately managed accounts were largely in stocks (47%) and funds (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $400M across 177 positions; the largest are Apple Inc. (32.6%), Nvidia Corporation (4.0%) and Alphabet Inc. (2.9%).
What the accounts hold
- Stocks47%
- Funds23%
- Registered funds15%
- Pooled vehicles8%
- Bonds18%
- State and local bonds10%
- U.S. government and agency bonds5%
- Investment grade corporate bonds3%
- Cash12%
Reported 13F holdings
- $400M
- Reported 13F value
- 177
- Positions
- 52.9%
- In the 10 largest
- +13.9%
- Value vs. prior quarter
- Apple Inc.32.6%
- Nvidia Corporation4.0%
- Alphabet Inc. · Cap Stk CL A2.9%
- Amazon Com Inc.2.5%
- Microsoft Corp.2.2%
- J P Morgan Exchange Traded F · Equity Premium2.2%
- Lam Research Corp.1.9%
- Eli Lilly & CO1.8%
- Broadcom Inc.1.5%
- JPMORGAN Chase & CO1.3%
Together, the ten largest are 52.9% of reported value.
How many clients does Fiduciary Family Office have?
Fiduciary Family Office has 46 clients and manages $748 million for them, as of March 2026. They include 46 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Fiduciary Family Office offer?
Fiduciary Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Fiduciary Family Office charge?
Fiduciary Family Office charges 0.50%–1.50% a year for its Investment Management Fees. The fee is billed in advance, is negotiable, has a $20,000 annual minimum and requires an account of at least $2,000,000.
Source: DISCLOSURE BROCHURE FOR FIDUCUARY FAMILY OFFICE, LLC, filed 11 March 2026
Which custodians does Fiduciary Family Office use?
Fiduciary Family Office’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $604M and Goldman Sachs & Co. LLC (New York, NY), with $85.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Fiduciary Family Office have?
Fiduciary Family Office has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fiduciary Family Office invest in?
At the end of its last fiscal year, Fiduciary Family Office’s separately managed accounts held 47% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 10% state and local bonds, 8% pooled vehicles (private funds and similar), 5% U.S. government and agency bonds and 3% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Fiduciary Family Office have a minimum investment?
Yes, Fiduciary Family Office’s minimum account size for its Investment Management Fees is $2M. It charges a $20K annual minimum fee.
Source: DISCLOSURE BROCHURE FOR FIDUCUARY FAMILY OFFICE, LLC, filed 11 March 2026
Who owns Fiduciary Family Office?
Fiduciary Family Office’s direct owners are Tabitha Meyerer (25% to 50%) and Kathleen Grace (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Fiduciary Family Office get paid?
Fiduciary Family Office is paid through a percentage of assets under management, hourly charges and fixed fees. 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
Is Fiduciary Family Office registered with the SEC?
Yes, Fiduciary Family Office has been registered with the SEC as an investment adviser since 26 June 2023. Its CRD number is 326990 and its SEC file number is 801-128229.
Source: Form ADV Part 1A, Item 1, filed 11 March 2026; IAPD firm record
How do I contact Fiduciary Family Office?
Fiduciary Family Office’s main office is at 150 East Palmetto Park Road, Suite 301, Boca Raton, FL 33432. Its phone number is 561-353-4440. Its website is fiduciaryfo.com.