Family Office Research, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$553,390,509
Clients
115
Advisors
3
of 5 employees
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
Expertise
Occupation focus
Fee options
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
$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%
Up to $250 per hour for Retirement Plan Consulting services
Account minimum: $2,000,000
Main office
7910 Woodmont Ave, Suite 1120
Bethesda MD 20814
Advisors at this office
3
Most active in
District of Columbia · Florida · Maryland · North Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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.
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 one year of industry experience. Prior to joining Family Office Research, Freund worked at CW Capital and Excel Sports. 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 using fundamental analysis and both long- and short-term trading approaches, overseeing approximately $648 million in regulatory assets.
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