Advisor at AD Deum Funds, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AD Deum Funds, LLC
Location
South Riding, VA
Credentials
Series 65, Series 66
Industry experience
4 years
Robert Fredeen III is a financial advisor at AD Deum Funds, LLC with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at AGM Institute, Bull Run Financial Group, and Mass Mutual Life Insurance Company. AD Deum Funds primarily serves individual investors through discretionary portfolio management and financial planning, and offers subscription-based informational products such as a paid newsletter and tiered dashboard service. The firm employs an options-centric investment approach using analysis of option dealer positioning to implement various strategies, including algorithmic, structured-risk, and traditional approaches, and manages a private pooled vehicle alongside separately managed accounts.
Based on AD Deum Funds, LLC
Based on AD Deum Funds, LLC
$2,000-$2,500 for individual/family financial plans; $2,500-$5,000 for small business financial plans; $10,000 for comprehensive 10-hour mentoring course; $1,200 or $1,500 initial fee for business subscription services
$0 - $0: N/A
$125-$300 per hour depending on complexity for consulting and on-call services; $125-$175 per hour for on-call business services
20% quarterly performance allocation on net capital appreciation for Fund investors (qualified clients only)
Newsletter subscription: $50/month or $500/year; Volland dashboard subscription fees range from $99/month to $5,000/month depending on plan; Investment planning subscription retainers: $1,800/year ($150/month), Business Basic: $1,200 initial then $125/month, Business Premium: $1,500 initial then $150/month
Account minimum: $50,000
South Riding, VA
Tennessee · Virginia
Ad Deum Funds LLC
2024 - Present (2 years)
AGM Institute
2021 - 2024 (3 years)
Mark Trost Financial
2021 - 2021 (1 year)
Bull Run Financial Group
2017 - 2021 (4 years)
Rillhurst Capital
2016 - 2017 (1 year)
MML INVESTORS SERVICES
2013 - 2016 (3 years)
Mass Mutual LIfe Insurance Company
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 65
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