Family Office Of America (FOFA) Invested Capital (2022 - 2026)
Family Office Of America's (FOFA) quarterly Invested Capital came in at $1.2 million in Q2 2026, up 113.63% year-over-year from $564023.0 in Q2 2025, and down 18.25% quarter-over-quarter from $1.5 million in Q1 2026.
Analysis
Family Office Of America (FOFA) Invested Capital (2022 - 2026) Analysis & Trends
Family Office Of America has disclosed Invested Capital across 5 years of filings, most recently posting $1.2 million for Q2 2026.
- In Q2 2026, Invested Capital rose 113.63% year-over-year to $1.2 million; the TTM figure through Jun 2026 stood at $1.2 million (up 113.63% YoY), while the FY2025 annual figure was $964509.0, up 7082.62% from the prior year.
- Invested Capital came in at $1.2 million for Q2 2026 at Family Office Of America, down from $1.5 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $1.5 million in Q1 2026 to a low of -$513854.0 in Q4 2023.
- Average Invested Capital over 5 years is $418679.3, with a median of $344343.0 recorded in 2022.
- Year-over-year, Invested Capital slumped 301.4% in 2023 and soared 7082.62% in 2025.
- Over 5 years, Invested Capital stood at $255146.0 in 2022, then tumbled by 301.4% to -$513854.0 in 2023, then surged by 97.31% to -$13813.0 in 2024, then soared by 7082.62% to $964509.0 in 2025, then increased by 24.93% to $1.2 million in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $1.2 million in Q2 2026, $1.5 million in Q1 2026, and $964509.0 in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - | 78.46 Bn |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn | 16.53 Bn |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - | 15.32 Bn |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn | 14.73 Bn |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - | 11.32 Bn |
| 10 | Family Office Of America | 27.53 Mn | 26.90 Mn | 532,674.00 | 1.20 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.20 Mn |
| Mar 31, 2026 | 1.47 Mn |
| Dec 31, 2025 | 964,509.00 |
| Jun 30, 2025 | 564,023.00 |
| Mar 31, 2025 | 530,441.00 |
| Dec 31, 2024 | -13,813.00 |
| Sep 30, 2024 | 16,607.00 |
| Jun 30, 2024 | 38,758.00 |
| Mar 31, 2024 | 69,986.00 |
| Dec 31, 2023 | -513,854.00 |
| Dec 31, 2022 | 255,146.00 |
| Sep 30, 2022 | 433,540.00 |