Freeman Global Investment Counsel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,877,787
Total clients
17
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$816,340
About
Freeman Global Investment Counsel provides discretionary investment supervisory services to individuals, high‑net‑worth clients, and pension and profit‑sharing plans, using client‑specific Investment Policy Statements to guide portfolio construction. The firm manages a broad set of securities — including mutual funds, equities, fixed income, ETFs, REITs, hedge funds, and private placements — and provides retirement‑account fiduciary advice when applicable.
The firm’s investment approach emphasizes global equities and combines fundamental, technical, charting, and cyclical analysis, with strategies that may include long‑ and short‑term trading as well as short sales, margin, and options writing. Accounts are managed on a generally discretionary basis under documented investment policies, with regular monitoring, at least quarterly reviews, and client reporting through custodians.
Noteworthy for a solo independent advisor, the firm accepts institutional retirement plan clients in addition to individual clients, a service that is relatively uncommon among peers of this size. The brochure also discloses that a firm principal serves on the board of a publicly traded company (Galectin Therapeutics) and engages in public‑facing activities, a relationship the firm acknowledges as a potential conflict and manages through policies such as trading restrictions and quiet periods; the firm may also accept proxy‑voting authority in certain cases.
Client services
Expertise
Fee options
$1 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001 - $50,000,000: 0.50% annually Above $50,000,000+: Negotiable
Account minimum: $100,000 (may be waived)
Main office location
Freeman Global Investment Counsel
Keller TX, United States
Number of offices
1
Most active in
Oklahoma · 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 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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