Freedom Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,270,315
Clients
9
89% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$1,474,479
About
Freedom Capital Management provides advisory services to individuals, high‑net‑worth individuals, and charitable organizations by directing clients to third‑party investment managers rather than managing accounts in‑house. The firm also facilitates estate planning by offering clients access to the Wealth.com platform.
FCM’s role is to select, refer, and monitor third‑party managers through due diligence, client interviews, and periodic reviews while tailoring model allocations and recommendations to each client; the firm does not exercise investment discretion over client accounts. It generally recommends mutual funds, real estate funds, and ETFs, while leaving day‑to‑day investment selection to the third‑party managers it engages.
Distinctive features include that all reported assets are non‑discretionary (reported $13,270,315 as of December 31, 2025) and that FCM discloses third‑party managers may employ borrowing and derivatives in separately managed accounts—practices that are uncommon among solo independent advisers. FCM relies on fee‑sharing arrangements with third‑party managers (including GeoWealth) instead of providing direct portfolio management for individuals, and it does not take custody or proxy‑voting authority for client accounts.
Client services
Financial planning
Selection of other advisers
Expertise
General estate planning guidance
Real estate investing
Fee options
$0 - $400,000: 1.00% (100 basis points) $400,001 - $500,000: 1.00% (100 basis points) $500,001 - $1,000,000: 0.75% (75 basis points) $1,000,001 - $2,000,000: 0.50% (50 basis points) $2,000,001 - $3,000,000: 0.35% (35 basis points) $3,000,001 - $6,000,000: 0.35% (35 basis points) $6,000,001 - $10,000,000: 0.30% (30 basis points) $10,000,001+: 0.05% (5 basis points)
Fee-only: Total annualized asset-based fee ranging from 1.00% to 0.05% based on asset tiers, includes third-party GeoWealth fee.
Main office location
Freedom Capital Management
Glen Allen VA, United States
Number of offices
1
Most active in
Freedom Capital Management has reported serving >5 clients in these states in the last 12 months.
Florida · Texas · Virginia
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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