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FAMILY OFFICE RESEARCH, LLC
CRD 144136File 801-80228
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$648.2M
Above cohort median (national)
Discretionary AUM
$393.5M
Non-discretionary $254.7M
Clients
133
136 accounts
Employees
5
Above cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 27, 2014
- Principal office
- 7910 WOODMONT AVE, SUITE 1120, BETHESDA, MD, 20814
- Phone
- 301-684-1765
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $648.2M
- Discretionary AUM
- $393.5M
- Non-discretionary AUM
- $254.7M
- Discretionary accounts
- 106
- Non-discretionary accounts
- 30
- Total accounts
- 136
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15.7M |
| Charitable organizations | Fewer than 5 | $12.3M |
| High net worth individuals | 103 | $548.6M |
| Pension and profit sharing plans | 16 | $66.8M |
| Individuals (other than high net worth individuals) | 12 | $4.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.