Freedom Capital Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,000,000
Total clients
115
43% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
58
Average account size
$365,217
About
Freedom Capital Advisors Inc. provides personalized investment advisory and financial planning services to individual investors, joint accounts, IRAs, trusts, corporate accounts, and transfer-on-death accounts. Services described in the brochure include discretionary portfolio management, retirement planning, comprehensive financial planning, and investment consulting, and the firm charges asset-based advisory fees consistent with industry practice.
The firm describes a disciplined approach that blends fundamental, technical, and cyclical economic analysis to implement conservative, value- and income-oriented strategies, with frequent use of dividend-paying securities, fixed income, and options strategies such as covered call writing. Client accounts are held at Interactive Brokers (the firm requires custody there), the adviser executes block trades when appropriate, and advisory fees are invoiced and withdrawn from accounts on a daily basis per the custodian authorization.
Two items in the brochure distinguish the firm from many peers: it disclosed a regulatory consent order from a state financial regulator (dating to December 2021) relating to providing advisory services in that state without proper registration, resulting in censure, a cease-and-desist, and an administrative fine followed by corrective registration. The brochure also discloses a separate marketing and education affiliate focused on outreach to younger or novice investors; the firm notes this affiliation and documents conflict-mitigation through disclosure and separation of the affiliate’s marketing activities from advisory services.
Client services
Fee options
$0 - Smaller or More Complex: Up to 1.5% Moderate Size/Complexity+: Approximately 1.00% – 1.50% Larger Accounts/Moderate Complexity+: As low as 0.50%
Fee-only: Fee-only basis; advisory fees assessed as a percentage of assets under management (0.50% to 1.5% annually)
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Main office location
Freedom Capital Advisors Inc
Clermont FL, United States
Number of offices
1
Forms ADV
Quick links
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