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FREEDOM DAY SOLUTIONS, LLC
CRD 138962File 801-66190
APPROVED
Retail clients
Custody
Filing as of Jun 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$615.3M
Above cohort median (national)
Discretionary AUM
$530.5M
Non-discretionary $84.8M
Clients
421
1,324 accounts
Employees
8
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 27, 2006
- Principal office
- 8401 WESTVIEW DRIVE, HOUSTON, TX, 77055
- Phone
- 713-784-3878
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $615.3M
- Discretionary AUM
- $530.5M
- Non-discretionary AUM
- $84.8M
- Discretionary accounts
- 963
- Non-discretionary accounts
- 361
- Total accounts
- 1,324
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 170 | $537.4M |
| Individuals (other than high net worth individuals) | 251 | $77.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2026 | Clients | 419 | 421 | increased by2 |
| Apr 1, 2026 | AUM | $569,044,100 | $615,298,373 | increased by$46,254,273 |
| Apr 1, 2026 | Accounts | 1,265 | 1,324 | increased by59 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 6 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 374 | 419 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $366,482,420 | $569,044,100 | increased by$202,561,680 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,095 | 1,265 | increased by170 |
| Apr 1, 2022 | Clients | 320 | 374 | increased by54 |
| Apr 1, 2022 | AUM | $323,004,006 | $366,482,420 | increased by$43,478,414 |
| Apr 1, 2022 | Accounts | 943 | 1,095 | increased by152 |
| Jun 1, 2021 | Clients | 319 | 320 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FREEDOM DAY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FREEDOM DAY” may also match similarly-named firms). Confirm identity against each filing.
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.