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Family Capital Fiduciary LLC (Boston)


Family Capital Fiduciary LLC is a large advisory firm based in Boston. It manages $139.74 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Massachusetts, and New Jersey.

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Family Capital Fiduciary provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Family Capital Fiduciary: assets under management

The assets under management (AUM) of Family Capital Fiduciary LLC is $139.74 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $139.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.79 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Family Capital Fiduciary LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Family Capital Fiduciary LLC performs its advisory services is located at 33 Broad Street, Boston, MA 02481, which is also the mailing address of the firm. An additional office of the firm is in Wellesley Hills, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-227-4888 or by fax 781-237-1696. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at famcapllc.com.


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