# QBOX FIDUCIARY SOLUTIONS, LLC

QBOX FIDUCIARY SOLUTIONS, LLC of FORT WAYNE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 167622
- Type: SEC-registered investment adviser
- SEC file number: 801-107788
- Location: 1020 E DUPONT ROAD, FORT WAYNE, IN, 46825
- Phone: 260-328-1889
- Latest filing: 2026-03-05
- Regulatory AUM: $429.2M
- Discretionary AUM: $425.5M
- Non-discretionary AUM: $3.6M
- Clients: 2
- Accounts: 346

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Mark Christian Kaufman | MEMBER | — |
| Gregory Allen Moerchen | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| KAUFMAN MARK CHRISTIAN | MEMBER | — |
| MOERCHEN GREGORY ALLEN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2015-11-17 | regulatory | REGULATOR ALLEGED APPLICANT'S APPLICATION FOR DUAL LICENSURE AS AN INVESTMENT ADVISER REPRESENTATIVE OF QBOX FIDUCIARY SOLUTIONS, LLC, AND REDHAWK WEALTH ADVISORS, INC., WAS DENIED BECAUSE THE APPLICATION WAS MATERIALLY INCOMPLETE. | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167622/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167622/similar
- Related entities: https://search.stillhousedata.com/firm/167622/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167622

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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.