# QBOX Fiduciary Solutions

QBOX Fiduciary Solutions is a Bank / Wealth / Trust based in Fort Wayne, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Wayne, United States
- **Region:** North America
- **Address:** Fort Wayne, Indiana, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** qboxfs.com
- **LinkedIn:** https://linkedin.com/company/qbox-fiduciary-solutions-llc

## Regulatory record

- **CRD number:** 167622
- **SEC file number:** 801-107788
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167622

## About

Founded in 2013 and headquartered in Fort Wayne, Indiana, QBOX Fiduciary Solutions entered a crowded registered investment adviser market by narrowing its scope to the technical demands of ERISA fiduciary processes. The firm's website does not disclose founder identities or wealth-origin narratives, and no named principals appear in its public-facing materials. Its stated service lines include portfolio management, retirement planning, and pension consulting for individuals, institutions, and organizations. QBOX's strategy is built around qualified retirement plan administration rather than broad wealth management. It lists ERISA compliance and Simple IRA services directly on its homepage, signaling primary revenue lines tied to plan sponsor advisory and ongoing fiduciary monitoring. The firm's public disclosures do not name asset classes under management, specific portfolio holdings, or co-investment structures. Geographic coverage concentrates on the Midwest from a single Fort Wayne office. Public filings and the firm's own website reveal no AUM, no professional headcount, and no named vehicles beyond its core advisory entity. No operational events in the last 24 months are confirmable from available sources. The absence of a LinkedIn presence or a detailed team page limits any reconstruction of organizational scale. No adjacent philanthropic foundations, real-asset arms, or peer-network memberships appear in the firm's online footprint. QBOX's structural differentiator is its posture as a fiduciary process specialist rather than a generalist wealth manager. By foregrounding the compliance architecture of ERISA plans rather than investment performance or manager selection, the firm occupies a narrow regulatory niche. Succession and governance details are not publicly documented.

## Questions

### Who runs investment decisions at QBOX Fiduciary Solutions?

QBOX Fiduciary Solutions does not publicly name its principals, investment committee members, or key decision-makers on its website or LinkedIn. No leadership biographies were available at the time of this profile. Allocators conducting due diligence should request organizational charts and individual track records directly.

### Where does the underlying capital come from at QBOX Fiduciary Solutions?

QBOX does not disclose any single-family wealth origin. It operates as an independent registered investment adviser advising individuals, institutions, and organizations. There is no publicly available information linking the firm to a specific family or founder's operating business exit.

### What is QBOX Fiduciary Solutions' known posture on co-investments alongside external GPs?

QBOX's website and public filings contain no mention of co-investment programs, club deals, or special purpose vehicles. Without disclosed investment activity or named portfolio holdings, the firm's co-investment posture cannot be determined from public sources.

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Last updated: 2026-06-03T20:00:00.000Z

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