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AdvisorCensus / Financial advisors / Massachusetts / Boston / Family Fiduciary Services, Inc.

Family Fiduciary Services, Inc.

Beverly, MASEC-registered investment adviserCRD 146339

Filed as FAMILY FIDUCIARY SERVICES, INC.

Family Fiduciary Services, Inc. is an SEC-registered investment advisory firm in Beverly, MA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

6 years
registered since 2020
$254,151,904
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Family Fiduciary Services, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Family Fiduciary Services, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Family Fiduciary Services, Inc. located?

Family Fiduciary Services, Inc.'s principal office is in Beverly, MA, according to its Form ADV.

Is Family Fiduciary Services, Inc. registered with the SEC or a state?

Family Fiduciary Services, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 146339.

How much does Family Fiduciary Services, Inc. manage?

Family Fiduciary Services, Inc. reports $254,151,904 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).

How have Family Fiduciary Services, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Family Fiduciary Services, Inc.: Regulatory assets under management: $117,270,427 in the October 2021 data and $254,151,904 in the October 2026 data, up 117%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Family Fiduciary Services, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (39); corporations or other businesses not listed above (11).

Which custodians does Family Fiduciary Services, Inc. use?

Family Fiduciary Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

Does Family Fiduciary Services, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146339

What changed in Family Fiduciary Services, Inc.'s recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $204,810,860 to $254,151,904 (+24%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated August 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$254,151,904

$254,151,904 as of October 2026, filing dated August 24, 2026.

Discretionary: $254,151,904.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 64 Assets $16,019,995 (6%)
High net worth individuals
Clients 39 Assets $201,744,145 (79%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 9 Assets $22,795,861 (9%)
Charitable organizations
Clients 6 Assets $2,506,739 (1%)
Corporations or other businesses not listed above
Clients 11 Assets $11,085,164 (4%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2020 (6 years)
Employees
Total: 5. Performing investment advisory functions: 5.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
3 states or jurisdictions
MANHTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$117M 2021 $136M 2022 $123M 2023 $175M 2024 $205M 2025 $254M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$254,151,9045August 24, 2026
October 2025$204,810,8606March 27, 2025
October 2024$174,670,0777September 26, 2024
October 2023$123,477,8747March 30, 2023
October 2022$136,446,9066May 25, 2022
October 2021$117,270,4276September 30, 2021

Regulatory assets under management: $117,270,427 in the October 2021 data and $254,151,904 in the October 2026 data, up 117%.

Total employees: 6 in October 2021 and 5 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 4 to 5.
    • Regulatory assets under management went from $204,810,860 to $254,151,904 (+24%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
familyfiduciary.net

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Family Fiduciary Services, Inc. (CRD 146339): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/family-fiduciary-services-inc-beverly-ma-146339