# Qbox Fiduciary Solutions, LLC

> 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.

- CRD: 167622
- Filed as: QBOX FIDUCIARY SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Wayne, IN
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167622
- AdvisorCensus page: https://advisorcensus.com/firm/qbox-fiduciary-solutions-llc-fort-wayne-in-167622

## Quick answers

**How is Qbox Fiduciary Solutions, LLC compensated?**
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).

**How much does Qbox Fiduciary Solutions, LLC charge?**
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.

**Where is Qbox Fiduciary Solutions, LLC located?**
Qbox Fiduciary Solutions, LLC's principal office is in Fort Wayne, IN, according to its Form ADV.

**Is Qbox Fiduciary Solutions, LLC registered with the SEC or a state?**
Qbox Fiduciary Solutions, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 167622.

**How much does Qbox Fiduciary Solutions, LLC manage?**
Qbox Fiduciary Solutions, LLC reports $429,174,633 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (99% discretionary).

**How have Qbox Fiduciary Solutions, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Qbox Fiduciary Solutions, LLC serve?**
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).

**Which custodians does Qbox Fiduciary Solutions, LLC use?**
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.

**Does Qbox Fiduciary Solutions, LLC report any disciplinary disclosures?**
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

**What changed in Qbox Fiduciary Solutions, LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in FL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Hourly rate: $200 an hour (project consulting)

> Hourly rate for project consulting $200 per hour

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

### Custodians (Schedule D, Section 5.K(3))
- American Trust Custody
- Matrix Trust Company

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: $429,174,633
- Discretionary: $425,544,993
- Non-discretionary: $3,629,640

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $14,715,655 |
| High net worth individuals | 21 | $14,859,958 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 187 | $399,599,020 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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: 2016 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, IL, IN, MA, NC, NM, NV, NY, OH, TX, UT
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167622

### Websites listed on Form ADV (Item 1.I)
- qboxfs.com
- LinkedIn @FEED
- LinkedIn @GMOERCHEN

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $313,798,279 | 3 | March 1, 2021 |
| October 2022 | $318,813,310 | 3 | March 22, 2022 |
| October 2023 | $335,597,662 | 3 | March 17, 2023 |
| October 2024 | $366,556,888 | 2 | January 5, 2024 |
| October 2025 | $434,023,165 | 2 | January 3, 2025 |
| October 2026 | $429,174,633 | 2 | September 2, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Qbox Fiduciary Solutions, LLC (CRD 167622): Form ADV filing data as of October 2026.