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Family Financial Solutions Group, LLC

Durango, COSEC-registered investment adviserCRD 172725

Filed as FAMILY FINANCIAL SOLUTIONS GROUP, LLC

Family Financial Solutions Group, LLC is an SEC-registered investment advisory firm in Durango, CO, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.

12 years
registered since 2014
$500,744,069
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Family Financial Solutions Group, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Family Financial Solutions Group, LLC reports these compensation arrangements: a percentage of assets under its management.

Where is Family Financial Solutions Group, LLC located?

Family Financial Solutions Group, LLC's principal office is in Durango, CO, according to its Form ADV.

Is Family Financial Solutions Group, LLC registered with the SEC or a state?

Family Financial Solutions Group, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172725.

How much does Family Financial Solutions Group, LLC manage?

Family Financial Solutions Group, LLC reports $500,744,069 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (0% discretionary).

How have Family Financial Solutions Group, LLC's assets and staff changed since 2021?

In the Form ADV data for Family Financial Solutions Group, LLC: Regulatory assets under management: $335,645,112 in the October 2021 data and $500,744,069 in the October 2026 data, up 49%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Family Financial Solutions Group, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (16); corporations or other businesses not listed above (4).

Does Family Financial Solutions Group, LLC 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/172725

Does Family Financial Solutions Group, LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 10, 2026 says: "The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $50,000."

What changed in Family Financial Solutions Group, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $435,379,219 to $500,744,069 (+15%).

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

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

Account minimum: $50,000

The brochure's wording
The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $50,000.

As stated in the firm's Form ADV Part 2A brochure dated March 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$500,744,069

$500,744,069 as of October 2026, filing dated March 10, 2026.

Discretionary: $0.Non-discretionary: $500,744,069.

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
High net worth individuals
Clients 16 Assets $362,312,357 (72%)
Corporations or other businesses not listed above
Clients 4 Assets $138,431,712 (28%)

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
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2014 (12 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
CO

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
$336M 2021 $367M 2022 $310M 2023 $351M 2024 $435M 2025 $501M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$500,744,0691March 10, 2026
October 2025$435,379,2191March 19, 2025
October 2024$351,463,7601March 11, 2024
October 2023$309,916,2271March 20, 2023
October 2022$366,652,3071March 2, 2022
October 2021$335,645,1121March 10, 2021

Regulatory assets under management: $335,645,112 in the October 2021 data and $500,744,069 in the October 2026 data, up 49%.

Total employees: 1 in October 2021 and 1 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
    • Regulatory assets under management went from $435,379,219 to $500,744,069 (+15%).

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

Not reported.

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 Financial Solutions Group, LLC (CRD 172725): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/family-financial-solutions-group-llc-durango-co-172725