SourcingSourcing

FAMILY OFFICE RESEARCH, LLC

C42
CRD 144136·SEC 801-80228·BETHESDA, MD
AUM
$648.2M
$500M-$1B
Est. Revenue
$6.5M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAMILY OFFICE RESEARCH, LLC
CRD
144136
SEC file #
801-80228
EIN
383724504
DBA names
—

Economics

AUM
$648.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$314.0M → $648.2M▲ +106%
Client mix
Individuals High Net Worth103
Pension Profit Sharing Plans16
Individuals Other12
Charitable Organizations1
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
familyofficeresearch.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FREUND, SCOTT, MATTHEW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FREUND, SCOTT, MATTHEW
FREUND, EMILY, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FAMILYOFFICERESEARCH.COM
Rdap Domain Creation Date
2005-07-12T18:48:20Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
41,368
Form 5500 Compensation Trajectory 3y
202541,368
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
41,368
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002041267
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001172661-26-001761

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
7910 WOODMONT AVESUITE 1120BETHESDA, MD 20814
Business
7910 WOODMONT AVESUITE 1120BETHESDA, MD 20814
Edgar EIN
383724504
Edgar Recent Filings
13F-HR2026-05-13 · 0001172661-26-001761
13F-HR2026-02-09 · 0001172661-26-000542
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-12T18:48:20Z
Rdap Domain Last Changed
2026-04-21T05:15:43Z
Rdap Nameservers
Ns13.markethardware.comNs14.markethardware.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
2565524
Trust Company Affiliate
No

People (4)

4
FREUND, SCOTT, MATTHEW
IAR · Direct Owner · 87.5%
2565524
FREUND, EMILY, ANN
Executive Officer · 2.5%
2671258
Morgan Alexandra Freund
IAR
7960490
SEAN MOREHOUSE MCELHANEY
IAR
5312383