Family Fiduciary Services, Inc.
- Regulatory AUM
- $254M
- Discretionary
- $254M
- Clients
- 129
- Avg AUM / client
- $2.0M
- Accounts
- 369
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 64 | $16.0M | 6.3% |
| High net worth individuals | 39 | $202M | 79.4% |
| Pension and profit sharing plans | 9 | $22.8M | 8.97% |
| Charitable organizations | 6 | $2.5M | 0.99% |
| Corporations and other businesses | 11 | $11.1M | 4.36% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Lawrence Grey | President, Director, Chief Compliance Officer And Shareholder | Nov 2007 (19y) | 50% – 75% | |
| Stephen Niles Wilchins | Director, Chairman And Shareholder | Nov 2007 (19y) | 10% – 25% | |
| Lawrence Goodall Miller | Director And Shareholder | May 2009 (17y) | 10% – 25% | |
| Cameron Daniel O'neill | Director | Nov 2022 (4y) | Less than 5% | |
| Beatrice Tiberii | Registered representative | Jul 2025 (1y) | ||
| Matthew Abraham Soucy | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nancy L. Ponn Irrevocable Family Trust 2024 | Shareholder | Feb 2024 | A | 5% – 10% |
| Rea Iii, Dan | Director | Feb 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $254M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗