# FAMILY FIDUCIARY SERVICES, INC.

FAMILY FIDUCIARY SERVICES, INC. of BEVERLY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 146339
- Type: SEC-registered investment adviser
- SEC file number: 801-119095
- Location: 900 CUMMINGS CENTER, SUITE 212-U, BEVERLY, MA, 01915
- Phone: 978-922-0050
- Latest filing: 2026-03-26
- Regulatory AUM: $254.2M
- Discretionary AUM: $254.2M
- Clients: 5
- Accounts: 369

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| David Lawrence Grey | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHAIRMAN OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE | — |
| Stephen Niles Wilchins | SHAREHOLDER; TRUSTEE TO THE NANCY L. PONN IRREVOCABLE FAMILY TRUST 2024 | — |
| Lawrence Goodall Miller | MEMBER OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE | — |
| Dan Rea Iii | MEMBER OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE | — |
| Cameron Daniel O'Neill | MEMBER OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE, V.P. SENIOR WEALTH ADVISOR | — |
| GREY DAVID LAWRENCE | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | — |
| O'NEILL JOHN DANIEL | DIRECTOR | — |
| WILCHINS STEPHEN NILES | DIRECTOR, CHAIRMAN AND SHAREHOLDER; TRUSTEE TO THE NANCY L. PONN IRREVOCABLE FAMILY TRUST 2024; TRUSTEE TO THE RICHARD D. PONN REVOCABLE TRUST | — |
| MILLER LAWRENCE GOODALL | DIRECTOR AND SHAREHOLDER | — |
| REA III DAN | DIRECTOR | — |
| Cosentino Michael B | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146339/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146339/similar
- Related entities: https://search.stillhousedata.com/firm/146339/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146339

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.