# Freedom Capital Management

> Freedom Capital Management is a state-registered investment advisory firm in Glen Allen, VA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 313926
- Filed as: FREEDOM CAPITAL MANAGEMENT
- Legal name: Freedom Capital Management of Virginia LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glen Allen, VA
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313926
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-capital-management-glen-allen-va-313926

## Quick answers

**How is Freedom Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Freedom Capital Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Freedom Capital Management located?**
Freedom Capital Management's principal office is in Glen Allen, VA, according to its Form ADV.

**Is Freedom Capital Management registered with the SEC or a state?**
Freedom Capital Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313926.

**How much does Freedom Capital Management manage?**
Freedom Capital Management reports $13,270,315 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (0% discretionary).

**What types of clients does Freedom Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (1).

**Does Freedom Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313926

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $13,270,315
- Discretionary: $0
- Non-discretionary: $13,270,315

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $173,703 |
| High net worth individuals | 8 | $13,096,612 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- freedomcapmanagement.com
- Facebook @Freedom-Capital-Management-of-Virginia-LLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Capital Management (CRD 313926): Form ADV filing data as of October 2026.