← Directory
FREEDOM FIDUCIARIES LLC
CRD 323673File 801-129892
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$584.6M
Above cohort median (national)
Discretionary AUM
$584.6M
Clients
124
124 accounts
Employees
5
Above cohort median in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 22, 2024
- Principal office
- 250 S 5TH ST, STE 680, BOISE, ID, 83702
- Phone
- 208-900-4331
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $584.6M
- Discretionary AUM
- $584.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 124
- Non-discretionary accounts
- 0
- Total accounts
- 124
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 115 | $580.2M |
| Individuals (other than high net worth individuals) | 9 | $4.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2026 | Clients | 107 | 124 | increased by17 |
| Apr 1, 2026 | AUM | $436,425,000 | $584,617,445 | increased by$148,192,445 |
| Apr 1, 2026 | Accounts | 107 | 124 | increased by17 |
| May 1, 2025 | 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 FIDUCIARIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FREEDOM FIDUCIARIES” 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.