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Family Office Research LLC
Family Office Research LLC is an independent Registered Investment Adviser (RIA) headquartered in Bethesda, Maryland. The firm primarily serves affluent individuals, high net worth individuals, and pension/profit-sharing plans, providing a suite of services including investment management, tax and estate planning, insurance/risk management, and private banking. Founded in 2008, Family Office Research positions itself as a fiduciary wealth management provider focused on sophisticated, objective advice and a high standard of client service. As of 2025, the firm employs 5 professionals, with the majority in investment-focused roles.
Investment Strategy
Family Office Research LLC employs a fiduciary, client-focused investment strategy concentrating on providing objective and sophisticated advice tailored to the unique needs of affluent clients. Portfolio management is based on transparency, alignment with clients’ interests, and the use of diversified investment vehicles. The firm integrates financial planning, risk management, and tax strategies into its investment approach, viewing each client as a 'Personal CFO' to deliver holistic wealth solutions.
Latest 13F Filing Activity
Family Office Research LLC filed their most recent 13F report on Jun 30, 2025 disclosing 66 equity positions with a total 13F market value of $211M. The fund increased holdings in Vanguard Index FDS, American Centy Etf TR, Invesco QQQ TR among other positions. Family Office Research LLC reduced exposure to RBB FD Inc., Berkshire Hathaway Inc. Del, Janus Detroit STR TR among others.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MAR | MARRIOTT INTL INC NEW | 23.68% | $50.1M | 183,293 | $278.94 | $273.21 | +$632.4K |
V VOO | VANGUARD INDEX FDS | 10.83% | $22.9M | 40,334 | $537.50 | $568.03 | +$2.5M |
S SMLF | ISHARES TR | 6.48% | $13.7M | 201,512 | $67.52 | $67.95 | +$1.6M |
M MOAT | VANECK ETF TRUST | 6.43% | $13.6M | 144,983 | $92.66 | $93.79 | +$661.5K |
T TBIL | RBB FD INC | 5.58% | $11.8M | 235,946 | $49.86 | $50.00 | -$7.2M |
Industry Allocation
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