F
$648.2M Total AUM
$393.5M Disc. AUM
14.9% 3Y CAGR
5 Employees
133 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-15-2007
- Office Locations
- 1
Office Locations
7910 Woodmont AVE Suite 1120 Bethesda MD
About Family Office Research, LLC
Family Office Research, LLC is a Bethesda-based RIA. The firm has been operating for 18 years. Managing $648.2M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
54 AVG AGE
$216.1M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
8.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Timber Focus capital Frontier crest Vertex pathway Glacier
Custodian
Pioneer
Investment Themes
Prime legacy Foundation Bridge frontier Prime momentum
Investment Vehicles
Beacon prime Atlas
Platform
Harbor radial
Services
Crest beacon Alpha zenith Timber fusion Value Wave prime Legacy insight Wave Delta Crest
Owner & Executives
SCOTT MATTHEW FREUND
Chief Compliance Officer, Managing Member, President
- CRD
- #2565524
- Ownership
- 75% or more
(969) 403-6633
beacon.optima@unisoncapital.com
in linkedin.com/in/signal-pioneer
E
EMILY ANN FREUND
Managing Member
- CRD
- --
- Ownership
- Less than 5%
(989) 240-4063
wave.meridian@vertexcapital.com
in linkedin.com/in/harbor-value
Showing 2 of 2 owners & executives
Unlock allContacts
E
EMILY ANN FREUND
Managing Member
- CRD
- --
(202) 217-1660
frontier.foundation@radialcapital.com
in linkedin.com/in/radial-pathway
M
Morgan Alexandra Freund
--
- CRD
- #7960490
(506) 333-5391
pioneer.zenith@fusioncapital.com
in linkedin.com/in/north-frontier
A
Atlas timber
Horizon capital
- CRD
- #78238
(323) 249-5272
vector.fusion@pathwaycapital.com
in linkedin.com/in/frontier-summit
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,530,481 | $3,712,552 |
| Non-Discretionary | $254,678,354 | $8,489,278 |
| Total | $648,208,835 | $4,766,241 |
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Separately Managed Accounts
Total SMA Asset: $648,208,835
Public Funds:
19.9% Equity - OTC:
15.3% Equity - Exchange:
6.4% Cash:
10.7% Corporate - Investment Grade:
14.5% Municipal Bonds:
13.0% Private Funds:
10.1% U.S. Government/Agency:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,520,522,984 | 19.9% |
| Equity - OTC | $1,169,045,310 | 15.3% |
| Equity - Exchange | $489,012,417 | 6.4% |
| Cash | $817,567,635 | 10.7% |
| Corporate - Investment Grade | $1,107,918,757 | 14.5% |
| Municipal Bonds | $993,306,472 | 13.0% |
| Private Funds | $771,722,721 | 10.1% |
| U.S. Government/Agency | $771,722,721 | 10.1% |
| Total | $7,640,819,017 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH LEGACY | UNISON SIGNAL | PF6WXA2V9 | DWAP | 6.30% | $102,547,884 |
| FUSION SUMMIT PATHWAY | NORTH OPTIMA | 0XASF1PDF | LZBB | 6.21% | $55,479,975 |
| FRONTIER WAVE ALPHA | ALPHA CATALYST | 3SUZ92N2F | KOO | 4.46% | $71,382,786 |
| QUANTUM VITAL GLACIER | PIONEER PRIME | G9OX9YVHG | XERCE | 4.15% | $61,096,863 |
| OAK VALUE ALPHA | BRIDGE QUANTUM | VA8V16GDE | YSVK | 6.27% | $112,483,662 |
| EMBER BEACON | PEAK EMBER | KWVMUORSW | LCQUU | 9.38% | $69,595,290 |
| OPTIMA HARBOR OAK | VALUE MOMENTUM | 8RIFMO6CU | GVIX | 9.09% | $86,268,735 |
| RADIAL MOMENTUM RIDGE | EMBER BEACON | D1VSET1GQ | FZDZL | 5.83% | $116,713,782 |