Family Office Research, Llc
- Regulatory AUM
- $648M
- Discretionary
- $394M
- Clients
- 133
- Avg AUM / client
- $4.9M
- Accounts
- 136
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $4.8M | 0.73% |
| High net worth individuals | 103 | $549M | 84.6% |
| Pension and profit sharing plans | 16 | $66.8M | 10.3% |
| Charitable organizations | 1 | $12.3M | 1.9% |
| Corporations and other businesses | 1 | $15.7M | 2.42% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Beyer Automotive 401(k) Plan Beyer Automotive Management, Llc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Matthew Freund | Managing Member & Chief Compliance Officer | Jan 2010 (17y) | 75% or more | |
| Freund, Emily, Ann | Managing Member | Feb 2013 (14y) | Less than 5% | |
| Morgan Alexandra Freund | Registered representative | Aug 2025 (1y) | ||
| Sean Morehouse Mcelhaney | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Beyer Automotive 401(k) Plan | Beyer Automotive Management, Llc | 309 | $22.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 931 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $488M (75% of AUM) Mar 2026
- J.P. Morgan $45.0M (13% of AUM) May 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗