C
Can Serve Free LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Can Serve Free LLC provides fee-based, primarily online investment advisory and quantitative portfolio management services focused on publicly traded cancer/oncology stocks and healthcare real estate investment trusts (H‑REITs). The firm offers subscription packages and portfolio-construction tools for middle- and upper-income individual investors, high net worth clients, small and medium businesses, and not-for-profit organizations.
The firm’s investment process is grounded in Modern Portfolio Theory and combines fundamental and technical analysis with periodic rebalancing and a generally long-term, buy-and-hold orientation. Clients can build bespoke portfolios tied to specific cancer types and receive automated screening, correlation analysis, and periodic performance reporting, supplemented by educational material and periodic hosted webinars.
Distinctive elements include serving charitable organizations and corporate clients — client types that are uncommon for firms in this category — and using flat subscription fees and productized packages instead of a percentage-of‑AUM fee model. The firm does not custody assets or place trades for clients and pairs its oncology-focused research with add-on services such as one‑on‑one consultations and daily alerts for higher-tier subscribers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Private / alternative investments
Concentrated stock management
Occupation focus
Founder/Business Owner
Executive
Fee options
Additional 60-minute 1-on-1 consultations beyond included package: $150 per hour
The advisory fees are charged upfront for quarterly or annual subscription packages as described above.
Account minimum: $500 Fee-only: Standard Package - Quarterly Services: $150 upfront per quarter (averages $50/month); Standard Package - Annual Services: $480 upfront per year (averages $40/month); Enhanced Package - Annual Services: $720 upfront per year (averages $60/month), includes two 60-minute consultations; additional consultations at $150/hour; Executive Package - Annual Services: $960 upfront per year (averages $80/month) with additional tools and daily alerts
Main office location
Can Serve Free LLC
Flowery Branch GA, United States
Number of offices
1
Most active in
Can Serve Free LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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