# FAMILY OFFICE RESEARCH, LLC

FAMILY OFFICE RESEARCH, LLC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 144136
- Type: SEC-registered investment adviser
- SEC file number: 801-80228
- Location: 7910 WOODMONT AVE, SUITE 1120, BETHESDA, MD, 20814
- Phone: 301-684-1765
- Latest filing: 2026-03-19
- Regulatory AUM: $648.2M
- Discretionary AUM: $393.5M
- Non-discretionary AUM: $254.7M
- Clients: 5
- Accounts: 136

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Scott Matthew Freund | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Emily Ann Freund | MANAGING MEMBER | — |
| FREUND RUDOLF MATTHEW | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| FREUND CAROLYN ANN | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144136/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144136/similar
- Related entities: https://search.stillhousedata.com/firm/144136/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144136

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.