CRD: 146339
Family Fiduciary Services, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-02-2008
- Office Locations
- 3
Office Locations
About Family Fiduciary Services, Inc.
Family Fiduciary Services, Inc. is an independent, fee-only RIA delivering family-office style wealth management, investment oversight, and estate planning for entrepreneurs, innovators, highly compensated executives, and multi-generational families. The firm can also serve as trustee when needed and builds portfolios using a mix of ETFs/index funds, mutual funds, and fixed income. Custody and trade execution are through Fidelity.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 26, 2026, reported AUM increased 24.1%, from $204.8M to $254.2M.
Across 5 reported observations, AUM increased 86.3% between May 25, 2022 and March 26, 2026, from $136.4M to $254.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 129 clients, or 25.8 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 3 reported office locations and 18 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DAVID LAWRENCE GREY
CHAIRMAN OF THE BOARD OF DIRECTORS, Chief Compliance Officer, President
- CRD
- #4733223
- Ownership
- 50% but less than 75%
LAWRENCE GOODALL MILLER
President
- CRD
- #5576273
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
Tammy Lockhart
V.P. Investment Operations & Office Manager
- CRD
- --
Tammy Lockhart
V.P. Investment Operations & Office Manager
- CRD
- --
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $254,151,904 | $688,759 |
| Non-Discretionary | $0 | -- |
| Total | $254,151,904 | $688,759 |
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Separately Managed Accounts
SMA allocation detail is available
Family Fiduciary Services, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.