Family Office Research, LLC

RIASEC Registered
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 RIA organized as an LLC and registered with the SEC in 2014. The firm operates as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and assistance with selecting other advisers. Its fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

    Sean Mcelhaney

    VP, Wealth AdvisorCRD 5312383

  • Scott Freund

    Scott Freund

    Founder & PresidentCRD 2565524

  • Emily Freund

    Managing MemberCRD 2671258

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$192M in ETFs

Passive

58%

$112M

Active

34%

$79.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$27.9M39,83014.54%
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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