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FREEDOM CAPITAL ADVISORS INC

CRD 161355

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$45.0M

Discretionary AUM

$45.0M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-07

Disciplinary history

Yes

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals47$5.0M
High net worth individuals90$40.0M

All web addresses on file

Official SEC filing: View on IAPD