Family Office Research, LLC

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Client assets under management

$553,390,509

Clients

115

90% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$4,812,091

About

Family Office Research provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, pension plans, and business clients. The firm manages customized portfolios that can include individual stocks and bonds, ETFs, mutual funds, private funds and sub‑advisors, and reports roughly $648 million in regulatory assets for a client base of about 115 accounts.

Portfolios are constructed to match clients’ objectives and risk tolerances with ongoing supervision and at least quarterly reviews, and the firm describes the use of fundamental analysis and both long‑ and short‑term trading approaches. The brochure discloses that the firm may use margin (borrowing) in client brokerage accounts and may place clients into private funds or third‑party managers, noting the associated liquidity, leverage and transparency risks.

The firm’s disclosure materials also state that it publishes both actual performance results and hypothetical performance in its marketing, with accompanying risk and disclosure statements. Separately, the brochure discloses that an owner has a partial interest in an e‑sports partnership that is co‑mingled with two advisory clients; the firm treats that arrangement as custody and provides auditor‑prepared financial statements to investors to address regulatory requirements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Active portfolio management

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Financial Planning and Consulting: Flat fees generally range from $5,000 to $10,000; Retirement Plan Consulting: Flat fees range from $750 to $10,000

Percentage

$0 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $20,000,000: 0.50% Over $20,000,000+: 0.25%

Project-based

Up to $250 per hour for Retirement Plan Consulting services

Other

Account minimum: $2,000,000

Main office location

Family Office Research, LLC

7910 Woodmont Ave, Suite 1120

Bethesda MD 20814, United States

Number of offices

Most active in

District of Columbia · Florida · Maryland · North Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 301-684-1765

Advisors at this firm

Scott F

Series 63, Series 65

Bethesda, MD

Family Office Research, LLC

Scott Freund is a financial advisor with Family Office Research, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Family Office Research since 2005. Outside of his advisory role, Freund is involved in consulting, personal investments, and publishing through Lower St Clair LLC, and serves as a consultant and part owner of FarmTogether US Farmland Fund LP, advising on fund operations and coordination. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm manages approximately $580.9 million in assets and emphasizes individualized portfolio supervision with tailored investment strategies for high-net-worth and institutional clients.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Active portfolio management Executive Founder/Business Owner

Sean M

CFP®, Series 66

Bethesda, MD

Family Office Research, LLC

Sean Mcelhaney is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Family Office Research, LLC, where he has worked since 2022. Prior to that, he spent 12 years at Fidelity Investments and its affiliate, Fidelity Personal and Workplace Advisors. Outside of his advisory role, Sean serves as Director of Operations and Logistics for Glover Park Tour, coordinating recreational golf outings and social events. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm emphasizes individualized portfolio supervision and tailors investments across a range of asset types, serving primarily high-net-worth and institutional clients.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Active portfolio management Executive Founder/Business Owner

Morgan F

Series 65

Bethesda, MD

Family Office Research, LLC

Morgan Freund is a financial advisor at Family Office Research, LLC with a Series 65 designation and experience starting in 2022. Prior to joining Family Office Research, Morgan worked at CW Capital and Excel Sports. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm emphasizes individualized portfolio supervision and uses a range of investment vehicles, including stocks, bonds, ETFs, mutual funds, private funds, and third-party sub-advisors, serving primarily high-net-worth and institutional clients.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Active portfolio management Executive Founder/Business Owner

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