QBOX Fiduciary Solutions provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
QBOX Fiduciary Solutions reports 314 clients. They include 187 pension and profit-sharing plans, 106 individual clients, and 21 high-net-worth individuals. Of its assets, 99.2% ($426M across 279 accounts) are managed with discretion; $3.63M across 67 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 3% |
| High-net-worth individuals | 7% | 3% |
| Pension and profit-sharing plans | 60% | 93% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 106 | $14.7M | 3.4% | $139K |
| High-net-worth individuals | 21 | $14.9M | 3.5% | $708K |
| Pension and profit-sharing plans | 187 | $400M | 93.1% | $2.14M |
| Total | 314 | $429M | 100% | $1.37M |
- Clients
- 106
- Regulatory AUM
- $14.7M
- AUM share
- 3.4%
- Avg. per client
- $139K
- Clients
- 21
- Regulatory AUM
- $14.9M
- AUM share
- 3.5%
- Avg. per client
- $708K
- Clients
- 187
- Regulatory AUM
- $400M
- AUM share
- 93.1%
- Avg. per client
- $2.14M
Total
- Clients
- 314
- Regulatory AUM
- $429M
- AUM share
- 100%
- Avg. per client
- $1.37M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
QBOX Fiduciary Solutions is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Mark Kaufman owns 50% to 75% of QBOX Fiduciary Solutions. The leadership team of QBOX Fiduciary Solutions includes Chief Compliance Officer Gregory Moerchen. It has 2 employees, 1 of them in advisory roles.
Leadership
- Gregory MoerchenManaging Member and Chief Compliance Officer
- Mark KaufmanMember
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Gregory Allen Moerchen
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 2 insurance agents
- Owns 50% to 75% of Qbox Fiduciary Solutions, LLC
Mark Kaufman
Control person · since April 2013
- Owns 50% to 75% of Qbox Fiduciary Solutions, LLC
Gregory Moerchen
Control person · since April 2013
QBOX Fiduciary Solutions’ regulatory assets grew from $314M (March 2021) to $429M (September 2026); clients were 314 in both filings and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $429M | 314 | 2 | 1 |
| January 2025 | $434M | 346 | 2 | 1 |
| January 2024 | $367M | 332 | 2 | 1 |
| March 2023 | $336M | 328 | 3 | 1 |
| March 2022 | $319M | 312 | 3 | 1 |
| March 2021 | $314M | 327 | 3 | 1 |
Besides its headquarters, QBOX Fiduciary Solutions has 0 offices, with 1 listed address in Indiana.
Indiana · 1 listed address
- 3201 Stellhorn Road, D135, Fort WayneHQ
Contact and registration details
- Legal name
- Qbox Fiduciary Solutions, LLC
- Headquarters
- 3201 Stellhorn Road, D135, Fort Wayne, IN 46815
- Website
- qboxfs.com
- Phone
- 260-328-1889
- SEC file
- 801-107788
- Structure
- Indiana LLC
- Fiscal year end
- December
QBOX Fiduciary Solutions uses Matrix Trust ($183M, 58%) and Mid Atlantic Trust ($130M, 42%) as custodians for its separately managed accounts. QBOX Fiduciary Solutions does not have custody of client assets.
- Matrix TrustMatrix Trust Company · Denver, CO · $183M58%
- Mid Atlantic TrustMid Atlantic Trust Company · Pittsburgh, PA · $130M42%
At year end, QBOX Fiduciary Solutions’ separately managed accounts were mostly in funds (99%).
What the accounts hold
- Stocks1%
- Funds99%
How many clients does QBOX Fiduciary Solutions have?
QBOX Fiduciary Solutions has 314 clients and manages $429 million for them, as of September 2026. They include 187 pension and profit-sharing plans, 106 individual clients, and 21 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does QBOX Fiduciary Solutions offer?
QBOX Fiduciary Solutions provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does QBOX Fiduciary Solutions use?
QBOX Fiduciary Solutions’ separately managed account assets are held at Matrix Trust Company (Denver, CO), with $183M and Mid Atlantic Trust Company (Pittsburgh, PA), with $130M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026
How many financial advisors does QBOX Fiduciary Solutions have?
QBOX Fiduciary Solutions has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does QBOX Fiduciary Solutions invest in?
At the end of its last fiscal year, QBOX Fiduciary Solutions’ separately managed accounts held 99% registered funds (mutual funds, ETFs, BDCs) and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns QBOX Fiduciary Solutions?
QBOX Fiduciary Solutions’ direct owners are Mark Kaufman (50% to 75%) and Gregory Moerchen (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does QBOX Fiduciary Solutions get paid?
QBOX Fiduciary Solutions is paid through a percentage of assets under management 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
How do I contact QBOX Fiduciary Solutions?
QBOX Fiduciary Solutions’ main office is at 3201 Stellhorn Road, D135, Fort Wayne, IN 46815. Its phone number is 260-328-1889. Its website is qboxfs.com.