FAMILY OFFICE RESEARCH, LLC

RIASEC RegisteredEst. 2014
Total AUM
$648M
Discretionary
$394M
61% of AUM
Avg account
$4.8M
Accounts
136
Employees
5
Advisory reps
4

Firm details

Headquarters
BETHESDA, Maryland
CRD number
144136
Registered since
August 27, 2014
Website
www.familyofficeresearch.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.64%
  • Pension & Profit Sharing Plans10.31%
  • Corporations / Businesses2.42%
  • Charitable Organizations1.9%
  • Individuals0.73%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Family Office Research, LLC is an independent registered investment adviser organized as a limited liability company and in operation since 2014. The firm serves both high-net-worth individuals and families as well as institutional clients and identifies itself as a capital allocator, directing client capital into third-party investment managers and funds in addition to running discretionary portfolios. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Core client services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection of outside advisers. The firm does not position itself as an active ESG investor. Family Office Research, LLC was recognized by FA Magazine in 2020 on a Top RIA Firms list.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Non-Exchange Traded Equities 21%, Exchange Traded Equities 14%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%57%
  • Public Funds/Mutual Funds57%
  • Non-Exchange Traded Equities21%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Contacts

3 of 4

  • SEAN MCELHANEY

    VP, Wealth AdvisorCRD 5312383

  • Morgan Freund

    Financial AnalystCRD 7960490

  • SCOTT FREUND

    Founder & PresidentCRD 2565524

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 57

Active vs passive

$156M in ETFs

Passive

63%

$98.6M

Active

33%

$57.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$23.4M39,08614.95%
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Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7910 Woodmont Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth