US Freedom Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$324,837
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
US Freedom Capital Advisors LLC provides portfolio management and investment advice primarily to pooled investment vehicles and high‑net‑worth individuals, with a particular emphasis on deployed EB‑5 funds and investments in U.S. real estate and healthcare projects. The firm advises several privately offered funds and offers wealth management services for separately managed accounts.
The firm’s investment process is grounded in fundamental analysis and typically uses fixed‑rate mezzanine debt and equity investments in development and operating projects in the healthcare, residential, and hospitality sectors. US Freedom Capital evaluates risk tolerance, time horizon and investors’ immigration status for EB‑5 participants, generally operates with discretionary authority, and performs at least quarterly reviews of accounts.
Distinctive features include a broader set of fee arrangements than is typical for peers — in addition to percentage‑of‑AUM fees the firm may bill on a flat, retainer or time‑spent/hourly basis for bespoke services — and disclosed related‑party relationships: an affiliated marketing entity and ownership interests by the firm’s principals in development and regional‑center businesses that receive fees from projects in which advised funds invest. Operationally, the firm requires clients to use specified custodians and does not aggregate block trades across multiple client accounts, practices that differ from many investment managers.
Client services
Expertise
Fee options
Flat fees as part of other fee options, up to $100,000
Up to 2% annually
Hourly charges up to $100,000 depending on services
Fee-only: Flat, retainer or time spent basis up to $100,000, depending on services
Main office location
US Freedom Capital Advisors LLC
3400 N. Central Expwy, Suite 110 277
Richardson TX 75080, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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