# Freedom Advisory

> Freedom Advisory is an SEC-registered investment advisory firm in Guaynabo, PR, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 147546
- Filed as: FREEDOM ADVISORY
- Legal name: Freedom Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Guaynabo, PR
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147546
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-advisory-guaynabo-pr-147546

## Quick answers

**How is Freedom Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Freedom Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Freedom Advisory located?**
Freedom Advisory's principal office is in Guaynabo, PR, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Freedom Advisory registered with the SEC or a state?**
Freedom Advisory is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 147546.

**How much does Freedom Advisory manage?**
Freedom Advisory reports $880,642,243 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**How have Freedom Advisory's assets and staff changed since 2021?**
In the Form ADV data for Freedom Advisory: Regulatory assets under management: $427,309,870 in the October 2021 data and $880,642,243 in the October 2026 data, up 106%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Freedom Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (257); high net worth individuals (166); pension and profit sharing plans (but not the plan participants or government pension plans) (83).

**Which custodians does Freedom Advisory use?**
Freedom Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Freedom Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147546

**Does Freedom Advisory state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "The minimum required to establish and maintain a managed account is $250,000." "The minimum account value required to establish a managed account with us is $250,000."

**What changed in Freedom Advisory's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $697,771,861 to $880,642,243 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: $250,000

> The minimum required to establish and maintain a managed account is $250,000.

> The minimum account value required to establish a managed account with us is $250,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $880,642,243
- Discretionary: $880,642,243
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 257 | $81,000,050 |
| High net worth individuals | 166 | $705,156,129 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 83 | $47,865,917 |
| Charitable organizations | 5 | $4,383,251 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $42,236,896 |
| Other | 8 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PR, TX, VI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Fort Lauderdale, FL

### Websites listed on Form ADV (Item 1.I)
- freedom-advisory.com
- Facebook @FREEDOMADVISORYRIA
- Instagram @FREEDOMADVISORY
- LinkedIn @freedom-advisory-llc
- X @FREEDOMADVISORY
- YouTube @UC_0xXnQux8-Y2LlWMmmGBFw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $427,309,870 | 8 | September 7, 2021 |
| October 2022 | $462,943,992 | 8 | September 28, 2022 |
| October 2023 | $471,868,651 | 8 | February 6, 2023 |
| October 2024 | $554,310,927 | 8 | February 7, 2024 |
| October 2025 | $697,771,861 | 11 | July 8, 2025 |
| October 2026 | $880,642,243 | 11 | February 9, 2026 |

Regulatory assets under management: $427,309,870 in the October 2021 data and $880,642,243 in the October 2026 data, up 106%.
Total employees: 8 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $697,771,861 to $880,642,243 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Advisory (CRD 147546): Form ADV filing data as of October 2026.