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FREEDOM ADVISORY
Legal name: FREEDOM ADVISORY, LLC
CRD 147546File 801-110235
APPROVED
Retail clients
Custody
Filing as of Feb 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$880.6M
Above cohort median (national)
Discretionary AUM
$880.6M
Clients
520
938 accounts
Employees
11
Above cohort median in PR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 3, 2017
- Principal office
- CENTRO INTERNACIONAL DE MERCADEO, 90 CARR 165 STE 505, GUAYNABO, PR, 00968-8067
- Phone
- 787-792-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $880.6M
- Discretionary AUM
- $880.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 938
- Non-discretionary accounts
- 0
- Total accounts
- 938
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $42.2M |
| Charitable organizations | 5 | $4.4M |
| High net worth individuals | 166 | $705.2M |
| Pension and profit sharing plans | 83 | $47.9M |
| Individuals (other than high net worth individuals) | 257 | $81.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 528 | 520 | decreased by8 |
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 455 | 528 | increased by73 |
| Mar 1, 2026 | AUM | $697,771,861 | $880,642,243 | increased by$182,870,382 |
| Mar 1, 2026 | Accounts | 805 | 938 | increased by133 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 11 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 358 | 455 | increased by97 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $462,943,992 | $697,771,861 | increased by$234,827,869 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 615 | 805 | increased by190 |
| Mar 1, 2022 | Clients | 352 | 358 | increased by6 |
| Mar 1, 2022 | AUM | $427,309,870 | $462,943,992 | increased by$35,634,122 |
| Mar 1, 2022 | Accounts | 629 | 615 | decreased by14 |
| Oct 1, 2021 | Clients | 303 | 352 | increased by49 |
| Oct 1, 2021 | AUM | $338,908,610 | $427,309,870 | increased by$88,401,260 |
| Oct 1, 2021 | Accounts | 544 | 629 | increased by85 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FREEDOM ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FREEDOM ADVISORY” 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.