Family Office Research, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 19, 2026, reports $648M in regulatory assets under management, 5 employees, and 136 accounts.
Assets Under Management
$648M
Employees
5
Offices
--
Total Clients
133
Primary office
BETHESDA, MD
7910 WOODMONT AVE, SUITE 1120, BETHESDA, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.4% of total clients.
Top client categories% of clientsClients
1
HNWI
77.4%
103
2
Pension Plans
12.0%
16
3
Individuals
9.0%
12
4
Charitable
0.8%
1
5
Corporations
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$648Mas of March 19, 2026
Discretionary60.7%
$394M
61% of total RAUM60.7%
Non-discretionary39.3%
$255M
39% of total RAUM39.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$648M
Total Accounts136
10Y AUM Change+$430M (+197.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee27:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.