# 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.

- CRD: 146339
- Filed as: FAMILY FIDUCIARY SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly, MA
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146339
- AdvisorCensus page: https://advisorcensus.com/firm/family-fiduciary-services-inc-beverly-ma-146339

## Quick answers

**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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $254,151,904
- Discretionary: $254,151,904
- Non-discretionary: $0

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- familyfiduciary.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $117,270,427 | 6 | September 30, 2021 |
| October 2022 | $136,446,906 | 6 | May 25, 2022 |
| October 2023 | $123,477,874 | 7 | March 30, 2023 |
| October 2024 | $174,670,077 | 7 | September 26, 2024 |
| October 2025 | $204,810,860 | 6 | March 27, 2025 |
| October 2026 | $254,151,904 | 5 | August 24, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Fiduciary Services, Inc. (CRD 146339): Form ADV filing data as of October 2026.