Family Office Research, LLC
SEC RegisteredFiduciary Wealth Management for the affluent client
About the firm
Family Office Research is a fiduciary wealth management firm serving affluent clients. Held to the standard of the Investment Advisers Act of 1940, the firm acts in clients' best interests at all times, discloses all known material facts, and discloses any potential conflicts of interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Tax & Estate Planning, Insurance/Risk Management, and Private Banking, delivered through an integrated wealth management approach with a fiduciary advisor acting as a personal Chief Financial Officer.
Who they serve
Affluent individuals, families, or foundations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $4.8M |
| High Net Worth Individuals | 103 | $549M |
| Charitable Organizations | 16 | $67M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $2,000,000 | 1.50% |
| $2,000,001 - $5,000,000 | 0.75% |
| $5,000,001 - $20,000,000 | 0.50% |
| Over $20,000,000 | 0.25% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Family Office Research, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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