THE FAMILY FIRM, INC.
CRD #105270 SEC #801-18765 BETHESDA, MD 301-656-3999
SEC Registered
Total AUM
$757.8M
Discretionary
$755.4M
Employees
10
Clients
101
Accounts
860
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $757.8M | $755.4M | $2.3M | 10 | 0 |
| Mar 2024 | $704.9M | $702.2M | $2.6M | 10 | 1 |
| Feb 2024 | $704.9M | $702.2M | $2.6M | 10 | 1 |
| Nov 2023 | $645.9M | $644.9M | $961.6K | 10 | 0 |
| Oct 2023 | $645.9M | $644.9M | $961.6K | 10 | 0 |
| Mar 2023 | $645.9M | $644.9M | $961.6K | 10 | 0 |
| Feb 2022 | $758.8M | $756.8M | $2M | 10 | 0 |
| Mar 2021 | $669.5M | $669.5M | $0 | 10 | 0 |
| Mar 2021 | $669.5M | $669.5M | $0 | 10 | 0 |
| May 2020 | $601.6M | $600.9M | $703.7K | 10 | 0 |
| May 2020 | $601.6M | $600.9M | $703.7K | 10 | 0 |
| Mar 2020 | $601.6M | $600.9M | $703.7K | 10 | 0 |
| Feb 2019 | $518.1M | $517.2M | $852.7K | 10 | 0 |
| Dec 2018 | $550.4M | $550M | $450.6K | 10 | 0 |
| Oct 2018 | $550.4M | $550M | $450.6K | 10 | 0 |
| May 2018 | $550.4M | $550M | $450.6K | 11 | 0 |
| Apr 2018 | $550.4M | $550M | $450.6K | 11 | 0 |
| Mar 2018 | $550.4M | $550M | $450.6K | 11 | 0 |
| Mar 2018 | $550.4M | $550M | $450.6K | 11 | 0 |
| Aug 2017 | $521.3M | $494.3M | $27.1M | 12 | 200 |
| Jul 2017 | $521.3M | $494.3M | $27.1M | 13 | 200 |
| Mar 2017 | $521.3M | $494.3M | $27.1M | 13 | 200 |
| Oct 2016 | $469.2M | $442.3M | $26.9M | 11 | 200 |
| Jul 2016 | $469.2M | $442.3M | $26.9M | 11 | 200 |
| Mar 2016 | $442.3M | $442.3M | $26.9K | 11 | 200 |
| Oct 2015 | $514.3M | $463.2M | $51.1M | 14 | 200 |
| Mar 2015 | $514.3M | $463.2M | $51.1M | 14 | 200 |
| Oct 2014 | $453.6M | $427.4M | $26.2M | 14 | 200 |
| Feb 2014 | $453.6M | $427.4M | $26.2M | 14 | 200 |
| Nov 2013 | $434.2M | $409.5M | $24.8M | 12 | 200 |
| Oct 2013 | $434.2M | $409.5M | $24.8M | 12 | 200 |
| Feb 2013 | $434.2M | $409.5M | $24.8M | 12 | 200 |
| Jan 2013 | $434.2M | $409.5M | $24.8M | 10 | 200 |
| Jun 2012 | $394.5M | $371.5M | $23M | 11 | 200 |
| Mar 2012 | $394.5M | $371.5M | $23M | 11 | 200 |
| Mar 2011 | $362.3M | $339.8M | $22.6M | -- | -- |
| Mar 2010 | $321.6M | $299.3M | $22.3M | -- | -- |
| Mar 2009 | $242.5M | $221.1M | $21.4M | 10 | -- |
| Feb 2007 | $259.6M | $240M | $19.5M | 10 | -- |
| Mar 2006 | $156.3M | $151.4M | $4.8M | 10 | -- |
| Mar 2006 | $156.3M | $151.4M | $4.8M | 10 | -- |
| Sep 2005 | $139.5M | $139.5M | $31K | 10 | -- |
| Jan 2005 | $139.5M | $139.5M | $31K | 10 | -- |
| Mar 2004 | $101.2M | $101.2M | $0 | 10 | -- |
| Apr 2002 | $94M | $82.3M | $11.7M | 10 | -- |
DateMar 2025
Total AUM$757.8M
Discretionary$755.4M
Non-Disc.$2.3M
Employees10
Clients0
DateMar 2024
Total AUM$704.9M
Discretionary$702.2M
Non-Disc.$2.6M
Employees10
Clients1
DateFeb 2024
Total AUM$704.9M
Discretionary$702.2M
Non-Disc.$2.6M
Employees10
Clients1
DateNov 2023
Total AUM$645.9M
Discretionary$644.9M
Non-Disc.$961.6K
Employees10
Clients0
DateOct 2023
Total AUM$645.9M
Discretionary$644.9M
Non-Disc.$961.6K
Employees10
Clients0
DateMar 2023
Total AUM$645.9M
Discretionary$644.9M
Non-Disc.$961.6K
Employees10
Clients0
DateFeb 2022
Total AUM$758.8M
Discretionary$756.8M
Non-Disc.$2M
Employees10
Clients0
DateMar 2021
Total AUM$669.5M
Discretionary$669.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$669.5M
Discretionary$669.5M
Non-Disc.$0
Employees10
Clients0
DateMay 2020
Total AUM$601.6M
Discretionary$600.9M
Non-Disc.$703.7K
Employees10
Clients0
DateMay 2020
Total AUM$601.6M
Discretionary$600.9M
Non-Disc.$703.7K
Employees10
Clients0
DateMar 2020
Total AUM$601.6M
Discretionary$600.9M
Non-Disc.$703.7K
Employees10
Clients0
DateFeb 2019
Total AUM$518.1M
Discretionary$517.2M
Non-Disc.$852.7K
Employees10
Clients0
DateDec 2018
Total AUM$550.4M
Discretionary$550M
Non-Disc.$450.6K
Employees10
Clients0
DateOct 2018
Total AUM$550.4M
Discretionary$550M
Non-Disc.$450.6K
Employees10
Clients0
DateMay 2018
Total AUM$550.4M
Discretionary$550M
Non-Disc.$450.6K
Employees11
Clients0
DateApr 2018
Total AUM$550.4M
Discretionary$550M
Non-Disc.$450.6K
Employees11
Clients0
DateMar 2018
Total AUM$550.4M
Discretionary$550M
Non-Disc.$450.6K
Employees11
Clients0
DateMar 2018
Total AUM$550.4M
Discretionary$550M
Non-Disc.$450.6K
Employees11
Clients0
DateAug 2017
Total AUM$521.3M
Discretionary$494.3M
Non-Disc.$27.1M
Employees12
Clients200
DateJul 2017
Total AUM$521.3M
Discretionary$494.3M
Non-Disc.$27.1M
Employees13
Clients200
DateMar 2017
Total AUM$521.3M
Discretionary$494.3M
Non-Disc.$27.1M
Employees13
Clients200
DateOct 2016
Total AUM$469.2M
Discretionary$442.3M
Non-Disc.$26.9M
Employees11
Clients200
DateJul 2016
Total AUM$469.2M
Discretionary$442.3M
Non-Disc.$26.9M
Employees11
Clients200
DateMar 2016
Total AUM$442.3M
Discretionary$442.3M
Non-Disc.$26.9K
Employees11
Clients200
DateOct 2015
Total AUM$514.3M
Discretionary$463.2M
Non-Disc.$51.1M
Employees14
Clients200
DateMar 2015
Total AUM$514.3M
Discretionary$463.2M
Non-Disc.$51.1M
Employees14
Clients200
DateOct 2014
Total AUM$453.6M
Discretionary$427.4M
Non-Disc.$26.2M
Employees14
Clients200
DateFeb 2014
Total AUM$453.6M
Discretionary$427.4M
Non-Disc.$26.2M
Employees14
Clients200
DateNov 2013
Total AUM$434.2M
Discretionary$409.5M
Non-Disc.$24.8M
Employees12
Clients200
DateOct 2013
Total AUM$434.2M
Discretionary$409.5M
Non-Disc.$24.8M
Employees12
Clients200
DateFeb 2013
Total AUM$434.2M
Discretionary$409.5M
Non-Disc.$24.8M
Employees12
Clients200
DateJan 2013
Total AUM$434.2M
Discretionary$409.5M
Non-Disc.$24.8M
Employees10
Clients200
DateJun 2012
Total AUM$394.5M
Discretionary$371.5M
Non-Disc.$23M
Employees11
Clients200
DateMar 2012
Total AUM$394.5M
Discretionary$371.5M
Non-Disc.$23M
Employees11
Clients200
DateMar 2011
Total AUM$362.3M
Discretionary$339.8M
Non-Disc.$22.6M
Employees--
Clients--
DateMar 2010
Total AUM$321.6M
Discretionary$299.3M
Non-Disc.$22.3M
Employees--
Clients--
DateMar 2009
Total AUM$242.5M
Discretionary$221.1M
Non-Disc.$21.4M
Employees10
Clients--
DateFeb 2007
Total AUM$259.6M
Discretionary$240M
Non-Disc.$19.5M
Employees10
Clients--
DateMar 2006
Total AUM$156.3M
Discretionary$151.4M
Non-Disc.$4.8M
Employees10
Clients--
DateMar 2006
Total AUM$156.3M
Discretionary$151.4M
Non-Disc.$4.8M
Employees10
Clients--
DateSep 2005
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$31K
Employees10
Clients--
DateJan 2005
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$31K
Employees10
Clients--
DateMar 2004
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$94M
Discretionary$82.3M
Non-Disc.$11.7M
Employees10
Clients--