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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FAMILY OFFICE RESEARCH, LLC

CRD 144136

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aa7628ab-2b45-6561-8d5c-797dcfabf8c7

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 2
Observed: Aug 14, 2014 to Mar 19, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Family Office Research, LLC

Intermediary · shared crd

Family Officesidentity

Family Office Research, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $648MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $394M
Private client RAUM: $553MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $216Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 136
Individual clients: 12
High net worth clients: 103
Custody, client assets: $335M
SEC number: 801-80228
CRD: 144136
Filings on the tape: 25
First filed: Aug 14, 2014
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, MD
Website: familyofficeresearch.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT MATTHEW FREUND	n/a	BETHESDA, MD	2	31	7	no
Morgan Alexandra Freund	n/a	BETHESDA, MD	1	12	n/a	no
SEAN MOREHOUSE MCELHANEY	Certified Financial Planner	BETHESDA, MD	0	18	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FREUND, SCOTT, MATTHEW	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	01/2010	Aug 14, 2014	Mar 11, 2024
FREUND, EMILY, ANN	MANAGING MEMBER	Na	no	02/2013	Aug 14, 2014	Mar 11, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$648M	$394M	5	3	0	n/a	n/a
2024	Mar 21, 2025	$581M	$341M	5	3	0	n/a	n/a
2023	Mar 11, 2024	$479M	$214M	5	3	0	n/a	n/a
2022	Mar 16, 2023	$400M	$158M	5	3	0	n/a	n/a
2021	Mar 17, 2022	$404M	$123M	4	3	0	n/a	n/a
2020	Feb 23, 2021	$358M	$91.0M	3	3	0	n/a	n/a
2019	Feb 19, 2020	$363M	$76.1M	3	3	0	n/a	n/a
2018	Mar 18, 2019	$314M	$48.0M	3	3	0	n/a	n/a
2017	Mar 13, 2018	$306M	$0	3	3	0	n/a	n/a
2016	Feb 23, 2017	$218M	$0	3	2	n/a	n/a	n/a
2015	Mar 10, 2016	$222M	$0	2	2	n/a	n/a	n/a
2014	Mar 18, 2015	$180M	$0	2	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$648M	$581M	11.6%	$400M	17.5%	5	5	0	0

Relationships

Registered with (5)

← SEAN MOREHOUSE MCELHANEYAdvisorregistration: current employment
Oct 13, 2025 to presentfactForm ADV
← Morgan Alexandra FreundAdvisorregistration: current employment
Aug 22, 2025 to presentfactForm ADV
← SCOTT MATTHEW FREUNDAdvisorregistration: previous registration
Aug 15, 2007 to Jul 14, 2008factForm ADV
← DONALD ALLEN GRESHAdvisorregistration: previous registration
Apr 8, 2015 to May 20, 2022factForm ADV
← Allison Ferrentino DunlapAdvisorregistration: previous registration
Feb 17, 2017 to Apr 30, 2018factForm ADV

Controls (1)

← FREUND, SCOTT, MATTHEWOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 14, 2014 to Mar 11, 2024factForm ADV

Owns (1)

← FREUND, EMILY, ANNOwnerMANAGING MEMBER, ownership code NA, individual
Aug 14, 2014 to Mar 11, 2024factForm ADV

Dated events

Occurred
May 20, 2022
Advisor changed firm
Donald Allen Gresh left Family Office Research, Llc for Glassman Wealth Services, Llc (registered 2022-06-22)
Form ADVobserved 5 days ago
Occurred
Aug 14, 2014
First Form ADV filing
Family Office Research, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aa7628ab-2b45-6561-8d5c-797dcfabf8c7
First observed: Aug 14, 2014
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FAMILY OFFICE RESEARCH, LLC

CRD 144136

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aa7628ab-2b45-6561-8d5c-797dcfabf8c7

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT MATTHEW FREUND

n/a

BETHESDA, MD

Morgan Alexandra Freund

n/a

BETHESDA, MD

n/a

SEAN MOREHOUSE MCELHANEY

Certified Financial Planner

BETHESDA, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FREUND, SCOTT, MATTHEW

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

01/2010

Aug 14, 2014

Mar 11, 2024

FREUND, EMILY, ANN

MANAGING MEMBER

02/2013

Aug 14, 2014

Mar 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$648M

$394M

n/a

2024

Mar 21, 2025

$581M

$341M

n/a

2023

Mar 11, 2024

$479M

$214M

n/a

2022

Mar 16, 2023

$400M

$158M

n/a

2021

Mar 17, 2022

$404M

$123M

n/a

2020

Feb 23, 2021

$358M

$91.0M

n/a

2019

Feb 19, 2020

$363M

$76.1M

n/a

2018

Mar 18, 2019

$314M

$48.0M

n/a

2017

Mar 13, 2018

$306M

n/a

2016

Feb 23, 2017

$218M

n/a

2015

Mar 10, 2016

$222M

n/a

2014

Mar 18, 2015

$180M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$648M

$581M

11.6%

$400M

17.5%