Freshfield Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$90,000,000
Clients
88
23% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
88
HighAverage account size
$1,022,727
About
Freshfield Capital manages about $67 million across roughly 80 client relationships and provides portfolio management and investment advisory services to individual and high-net-worth clients. The firm generally operates on a fee-based, percentage-of-AUM basis and focuses on ongoing advisory relationships for individuals.
The firm’s managing member holds a doctorate in financial economics and advanced training in statistical sciences, and the firm describes an investment process that uses internal investment restrictions, documented suitability information, and periodic reviews to align portfolios with client objectives. The adviser reports receiving no commissions or third‑party sales compensation and conducts regular supervision and review of client holdings.
Freshfield’s sponsorship of a wrap fee program is uncommon for similarly sized supported firms and integrates management and transaction services under a single fee arrangement. Combined with the principal’s long consulting background and absence of disciplinary history or additional compensation arrangements, this creates an operational profile that differs from many peers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
Main office location
Freshfield Capital, LLC
1800 Preston Park Blvd, Suite 105
Plano TX 75093, United States
Number of offices
1
Most active in
Freshfield Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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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