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FINANCIAL FREEDOM
Legal name: FINANCIAL FREEDOM, LLC
CRD 118772File 801-63647
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$443.2M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $443.2M
Clients
114
783 accounts
Employees
4
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2005
- Principal office
- 8044 MONTGOMERY ROAD, SUITE 700, CINCINNATI, OH, 45236
- Phone
- 513-697-6400
- Website
- HTTP://WWW.FINFREEOHIO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $443.2M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $443.2M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 783
- Total accounts
- 783
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 96 | $433.8M |
| Individuals (other than high net worth individuals) | 18 | $9.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.