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- Custodian
- Matrix Trust · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 04-01-2013
- Office Locations
- 1
Office Locations
About Qbox Fiduciary Solutions, LLC
QBOX Fiduciary Solutions, LLC is an independent RIA focused on retirement plan sponsors, providing fiduciary-aligned guidance and a structured service model that clarifies each provider’s roles, fiduciary status, services, and fees through its QBOX “Boxes of Responsibility” framework. The firm also supports portfolio construction and asset management using public funds and ETFs for retail and institutional clients.
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Owner & Executives
MARK CHRISTIAN KAUFMAN
Operations Manager
- CRD
- --
- Ownership
- 50% but less than 75%
GREGORY ALLEN MOERCHEN
Chief Compliance Officer, Managing Member
- CRD
- #2449896
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $425,544,993 | $1,525,251 |
| Non-Discretionary | $3,629,640 | $54,174 |
| Total | $429,174,633 | $1,240,389 |
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Separately Managed Accounts
Total SMA Asset: $429,174,633
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,963,506,192 | 48.6% |
| Equity - Exchange | $2,076,630,005 | 51.4% |
| Total | $4,040,136,197 | 100.0% |