The Family Firm, Inc.
CRD 105270SEC# 801-18765Bethesda, MD
No longer SEC-registered. The Family Firm, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$757.8M
Employees
10
Accounts
860
Location
Bethesda, MD
The Family Firm, Inc. assets under management
The Family Firm, Inc. operates as an SEC-registered investment adviser based in Bethesda, MD. It reports $757.8 million in regulatory assets under management and employs 10 people.
The Family Firm, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katherine Barrett Fries Control | Chief Compliance Officer, Financial Advisor, & Vice President | 50-75% | 2017 |
| Stacy Kelly Bakri Control | President/Financial Advisor | 50-75% | 2023 |
Frequently asked questions
How much does The Family Firm, Inc. manage?
The Family Firm, Inc. reports $757.8 million in regulatory assets under management on its Form ADV.
How many employees does The Family Firm, Inc. have?
The Family Firm, Inc. reports 10 employees.
Where is The Family Firm, Inc. located?
The Family Firm, Inc. is based in Bethesda, MD.
Does The Family Firm, Inc. disclose fund performance?
The Family Firm, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4800 Hampden Ln, Suite 520, Bethesda, MD 20814 |
| Office hours | 9 a.m. To 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$757.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$757.8Mregulatory AUM
Discretionary $755.4MNon-discretionary $2.3M