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FAMILY OFFICE RESEARCH, LLC

BETHESDA, MD · CRD 144136 · IAPD ↗ · familyofficeresearch.com · 301-684-1765

$648.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — FAMILY OFFICE RESEARCH, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — FAMILY OFFICE RESEARCH, LLC crossed $500M in regulatory AUM ($479.0M -> $580.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.