Family Firm, Inc.
The Family Firm, Inc. is a fee-only registered investment adviser based in Bethesda, Maryland. Founded in 1987, the firm provides comprehensive financial planning and portfolio management services primarily to high-net-worth individuals, retail investors, and small businesses. With approximately 10 employees including 6 financial advisors, the firm serves over 900 client accounts and maintains offices registered in several states, including CA, CO, DC, FL, MD, NY, TX, and VA. The Family Firm, Inc. does not engage in broker-dealer activities and is known for its holistic approach, integrating multiple financial professionals into their advisory process.
Investment Strategy
The Family Firm, Inc. focuses on providing tailored financial planning, portfolio management, and wealth advisory services for individuals and small businesses. Their approach is centered on understanding the big financial picture, collaborating with other professionals—such as estate attorneys and CPAs—and recommending investment strategies suited to clients' unique needs, goals, and risk tolerances. The firm manages both discretionary and non-discretionary accounts, emphasizing long-term wealth preservation and growth. Their fee structure includes asset-based, hourly, and fixed fees, and they do not sell investment products.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWV | ISHARES RUSSELL 3000 ETF | 15.60% | $64.7M | 184,423 | $282.76 | $351.00 | +$3.2M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9.30% | $38.6M | 677,075 | $41.86 | $57.01 | +$4.4M |
B BND | VANGUARD TOTAL BOND MARKET ETF | 5.70% | $23.7M | 321,312 | $76.14 | $73.63 | +$453.3K |
S STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 3.69% | $15.3M | 148,850 | $99.79 | $102.91 | +$121.8K |
I IVV | ISHARES CORE S&P 500 ETF | 3.66% | $15.2M | 24,429 | $507.05 | $620.90 | +$1.4M |