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FREEDOM FAMILY OFFICE, LLC
CRD 310275File 801-119576
APPROVED
Retail clients
Disclosure events
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$162.1M
Bottom 25% of cohort (national)
Discretionary AUM
$162.1M
Clients
130
216 accounts
Employees
10
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 2, 2020
- Principal office
- Not reported
- Phone
- (855) 540-0400
- Website
- https://talktofreedom.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $162.1M
- Discretionary AUM
- $162.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 216
- Non-discretionary accounts
- 0
- Total accounts
- 216
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $45.8M |
| Charitable organizations | Fewer than 5 | $1.5M |
| High net worth individuals | 44 | $95.2M |
| Pension and profit sharing plans | 6 | $838K |
| Individuals (other than high net worth individuals) | 72 | $18.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY ADVISER REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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 11- Q11
- Q11A2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 10 | decreased by5 |
| Apr 1, 2026 | Clients | 100 | 130 | increased by30 |
| Apr 1, 2026 | AUM | $143,471,000 | $162,140,871 | increased by$18,669,871 |
| Apr 1, 2026 | Accounts | 163 | 216 | increased by53 |
| Feb 1, 2026 | Employees | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 13 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 49 | 100 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $110,722,483 | $143,471,000 | increased by$32,748,517 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 107 | 163 | increased by56 |
| Apr 1, 2022 | Clients | 15 | 49 | increased by34 |
| Apr 1, 2022 | AUM | $62,995,301 | $110,722,483 | increased by$47,727,182 |
| Apr 1, 2022 | Accounts | 55 | 107 | increased by52 |
| 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 FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FREEDOM FAMILY” 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.