Katherine Barrett Fries

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → 12/2022
  The Family Firm
  Bethesda, MD
• 01/2017 → 11/2025
  The Family Firm
  Bethesda, MD
• 08/2019 → 11/2025
  The Family Firm
  Bethesda, MD
• 09/2025 → Present
  Beacon Pointe Advisors, Llc
  Bethesda, MD

Previous Registrations

• 2005-01-11 → 2025-11-03
  The Family Firm, Inc.
  Bethesda, MD
  Bethesda, MD

Designations

• Certified Financial Planner

Other Names

• Katherine Barrett Stanton
• Kate Barrett Fries