Welcome to our dedicated page for Family Office of America SEC filings (Ticker: FOFA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Family Office of America filings document a Nevada operating company with disclosures tied to tax, wealth management, family office and accounting services. Current reports cover material agreements, completed asset purchases and acquisition-related obligations, including the purchase of accounting service assets from Toone & Associates.
The filing record also includes Exchange Act reporting items such as Form 12b-25 notices for delayed annual reporting, along with disclosures on corporate identity, reporting status and material-event reporting.
Family Office of America, Inc. reported its first meaningful operating quarter as a family-office and non-attest accounting platform for the three months ended March 31, 2026. Net revenue reached $783,126, compared with no revenue a year earlier, driven by acquired practices Toone & Associates and Benson Family Office.
The Company generated net profit of $263,789, versus a net loss of $103,321 in the prior-year period, with basic and diluted earnings of $0.01 per share. Total assets increased to $2,261,043, including $583,167 of intangible assets and $999,170 of goodwill from recent acquisitions.
Cash rose to $343,220, and stockholders’ equity improved to $966,111. However, the Company still has an accumulated deficit of $4,759,751 and a working capital deficit of $118,603, and explicitly states that these factors raise substantial doubt about its ability to continue as a going concern, so further capital raises and successful integration of acquisitions remain critical.
Family Office of America, Inc., a Nevada-based emerging growth company, filed its annual report describing a pivot into acquiring CPA and family office practices. In 2025 it generated $221,765 in revenue, mainly from the Toone & Associates non-attest asset acquisition, but recorded a net loss of $492,748.
Total assets rose to $1,543,042, driven by $1,272,683 of intangibles and goodwill, while liabilities reached $878,533, leaving a working capital deficit and an accumulated deficit of $5,023,540. The auditor and management highlight substantial doubt about the company’s ability to continue as a going concern.
The company raised $965,000 via a Regulation D common stock offering at $0.10 per share and converted insider debt into equity. It also agreed to pay $1,500,000 for Toone’s non-attest business and $353,750 for Benson Family Office assets (partly in 100,000 shares), both with earn-out style purchase price adjustments tied to revenue and EBITDA. As of April 15, 2026, 30,452,004 common shares were outstanding.
Family Office of America, Inc. submitted a Form 12b-25 (NT 10-K) notifying the SEC that its Form 10-K for the period ended December 31, 2025 could not be filed on time because compilation, dissemination and review imposed time constraints. The company states it will file the quarterly report no later than five days after the original due date. The notification is signed by Patrick Adams as Acting CEO and Chairman on March 31, 2026. The form lists the registrant's principal executive office at 6898 S. University Blvd., Suite 100, Centennial, Colorado 80122.
Family Office of America, Inc. (FOFA) reported Q3 2025 results with no revenue and a net loss of $50,944 for the quarter and $249,493 for the nine months ended September 30, 2025. Cash rose to $827,598 from $13,586 at year-end, driven by equity financing.
The company sold 9,150,000 common shares at $0.10 each for total proceeds of $915,000 under a Regulation D offering and converted $11,205 of debt and interest into 112,054 shares. Operating expenses were $257,955 year‑to‑date, including warrants for services and related-party stock-based compensation. Stockholders’ equity improved to $803,665, and 29,702,004 shares were outstanding as of November 14, 2025.
Subsequent to quarter‑end, FO Maryland agreed to acquire non‑attest accounting assets of Toone & Associates for $1,500,000, payable $750,000 at closing, $450,000 on October 1, 2026, and $300,000 on May 1, 2027, with revenue and EBITDA-based purchase price adjustments. A consulting agreement provides $216,000 per year for two years. The filing states substantial doubt about the company’s ability to continue as a going concern.
Family Office of America, Inc. entered into an Asset Purchase Agreement with Toone & Associates, LLP to buy its accounting service assets for $1,500,000. The price is structured with $750,000 paid at closing, $450,000 due on October 1, 2026, and $300,000 due on May 1, 2027. The total consideration is subject to downward adjustment based on revenues and EBITDA generated from the acquired assets during the twelve months following closing, tying part of the value to actual post-closing performance. The company closed the acquisition on or about October 3, 2025, paying the initial portion at that time.