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.
The Family Office of America, Inc. (FOFA) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports that describe material agreements and acquisitions. These documents help investors understand how FOFA is building its family office services platform, which combines tax planning, wealth management, asset management, estate planning, insurance consulting, and related services in one place.
Among the key filings is a Form 8-K in which Family Office of America, Inc. reports an Asset Purchase Agreement with Toone & Associates, LLP. In that filing, the company outlines the purchase of accounting service assets, the agreed purchase price, the schedule of payments, and the potential downward adjustment based on revenues and EBITDA generated from the purchased assets during the twelve months following closing. The 8-K also notes the completion of the purchase and payment of the initial portion of the price.
On this page, users can review such current reports alongside other SEC documents as they become available, including additional 8-Ks related to acquisitions or dispositions of assets. Stock Titan’s platform adds AI-powered summaries that explain the main points of each filing in clear language, helping readers interpret complex agreement terms, payment structures, and strategic implications.
For those tracking FOFA’s acquisition-driven strategy in CPA and accounting services, the SEC filings page is a central source for official information. Real-time updates from EDGAR and AI-generated highlights make it easier to follow new asset purchases, understand how they are structured, and see how they relate to Family Office of America’s stated goal of expanding family office services through CPA practice acquisitions.
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.