American Freedom Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,054,267
Total clients
73
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
73
Average account size
$192,524
About
American Freedom Investments provides discretionary investment supervisory services to individuals, high-net-worth individuals, retirement plans, trusts, and private businesses under an investment management agreement, tailoring portfolios to clients’ stated goals and risk tolerances. The firm focuses on ongoing portfolio management of marketable securities and does not participate in wrap-fee programs.
Investment decisions are grounded in fundamental analysis and macroeconomic indicators—such as GDP, inflation, interest rates, and sector trends—and the firm uses the S&P 500 as its performance benchmark. Portfolios are typically built around a concentrated core of four to six ETFs that emphasize top-performing sectors, with holdings adjusted as sector performance shifts.
Distinctive features include the firm principal’s role as an independent insurance broker, with the firm disclosing commissions from insurance sales and a practice of recommending fixed indexed annuities as a retirement income buffer in place of traditional bonds. The firm also suggests a particular custodian and accepts non-monetary client account support from that custodian (a disclosed potential conflict of interest), and it applies a 5–7% quarterly stop‑loss discipline that can move assets into a money-market holding during downturns.
Client services
Portfolio management
Expertise
Annuities
Fee options
$0 - $250,000: 1.00% $250,001 - $500,000: 0.85% $500,001 - $750,000: 0.70% $750,001 - $1,000,000: 0.55% $1,000,000+: 0.50%
Commissions received from the sale of insurance products by the Managing Member
Main office location
American Freedom Investments, LLC
8020 E. Central, #140
Wichita KS 67206, United States
Number of offices
1
Most active in
American Freedom Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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