# 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.

- CRD: 172725
- Filed as: FAMILY FINANCIAL SOLUTIONS GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Durango, CO
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172725
- AdvisorCensus page: https://advisorcensus.com/firm/family-financial-solutions-group-llc-durango-co-172725

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: $50,000

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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $500,744,069
- Discretionary: $0
- Non-discretionary: $500,744,069

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 16 | $362,312,357 |
| Corporations or other businesses not listed above | 4 | $138,431,712 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $335,645,112 | 1 | March 10, 2021 |
| October 2022 | $366,652,307 | 1 | March 2, 2022 |
| October 2023 | $309,916,227 | 1 | March 20, 2023 |
| October 2024 | $351,463,760 | 1 | March 11, 2024 |
| October 2025 | $435,379,219 | 1 | March 19, 2025 |
| October 2026 | $500,744,069 | 1 | March 10, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $435,379,219 to $500,744,069 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Financial Solutions Group, LLC (CRD 172725): Form ADV filing data as of October 2026.