{
  "crd_number": 167622,
  "slug": "qbox-fiduciary-solutions-llc-fort-wayne-in-167622",
  "primary_business_name": "QBOX FIDUCIARY SOLUTIONS, LLC",
  "legal_name": "QBOX FIDUCIARY SOLUTIONS, LLC",
  "dbas": [],
  "city": "Fort Wayne",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "23060",
  "metro": {
    "cbsa_code": "23060",
    "common_name": "Fort Wayne",
    "msa_name": "Fort Wayne, IN",
    "path": "/advisors/in/fort-wayne"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-05-19",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-09-02",
  "carried_forward": false,
  "raum_total": 429174633.0,
  "raum_discretionary": 425544993.0,
  "raum_non_discretionary": 3629640.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 14715655.0,
      "count": 106
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 399599020.0,
      "count": 187
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 14859958.0,
      "count": 21
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "IL",
    "IN",
    "MA",
    "NC",
    "NM",
    "NV",
    "NY",
    "OH",
    "TX",
    "UT"
  ],
  "websites": [
    "https://linkedin.com/FEED",
    "https://linkedin.com/IN/GMOERCHEN",
    "https://qboxfs.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167622",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "FORT WAYNE",
  "url": "https://advisorcensus.com/firm/qbox-fiduciary-solutions-llc-fort-wayne-in-167622",
  "display_name": "Qbox Fiduciary Solutions, LLC",
  "summary": "Qbox Fiduciary Solutions, LLC is an SEC-registered investment advisory firm in Fort Wayne, IN, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.",
  "citation": "AdvisorCensus. Qbox Fiduciary Solutions, LLC (CRD 167622): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Qbox Fiduciary Solutions, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Qbox Fiduciary Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Qbox Fiduciary Solutions, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $200 an hour (project consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Qbox Fiduciary Solutions, LLC located?",
      "a": "Qbox Fiduciary Solutions, LLC's principal office is in Fort Wayne, IN, according to its Form ADV."
    },
    {
      "q": "Is Qbox Fiduciary Solutions, LLC registered with the SEC or a state?",
      "a": "Qbox Fiduciary Solutions, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 167622."
    },
    {
      "q": "How much does Qbox Fiduciary Solutions, LLC manage?",
      "a": "Qbox Fiduciary Solutions, LLC reports $429,174,633 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (99% discretionary)."
    },
    {
      "q": "How have Qbox Fiduciary Solutions, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Qbox Fiduciary Solutions, LLC: Regulatory assets under management: $313,798,279 in the October 2021 data and $429,174,633 in the October 2026 data, up 37%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Qbox Fiduciary Solutions, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (187); individuals (other than high net worth individuals) (106); high net worth individuals (21)."
    },
    {
      "q": "Which custodians does Qbox Fiduciary Solutions, LLC use?",
      "a": "Qbox Fiduciary Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists American Trust Custody and Matrix Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Qbox Fiduciary Solutions, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167622"
    },
    {
      "q": "What changed in Qbox Fiduciary Solutions, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 313798279.0,
      "total_employees": 3,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 318813310.0,
      "total_employees": 3,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 335597662.0,
      "total_employees": 3,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 366556888.0,
      "total_employees": 2,
      "filing_date": "2024-01-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 434023165.0,
      "total_employees": 2,
      "filing_date": "2025-01-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 429174633.0,
      "total_employees": 2,
      "filing_date": "2026-09-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour (project consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (project consulting)"
        ],
        "quotes": [
          "Hourly rate for project consulting $200 per hour"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "project consulting"
        }
      ]
    },
    "quotes": [
      "Hourly rate for project consulting $200 per hour"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "American Trust Custody",
      "name_as_filed": "AMERICAN TRUST CUSTODY",
      "affiliated": false
    },
    {
      "name": "Matrix Trust Company",
      "name_as_filed": "MATRIX TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/qbox-fiduciary-solutions-llc-fort-wayne-in-167622.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 106,
      "fewer_than_5": false,
      "raum": 14715655.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 14859958.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 187,
      "fewer_than_5": false,
      "raum": 399599020.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167622",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}