# Freedom Day Solutions, LLC

> Freedom Day Solutions, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 138962
- Filed as: FREEDOM DAY SOLUTIONS, LLC
- Also doing business as: FREEDOM DAY INSURANCE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138962
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-day-solutions-llc-houston-tx-138962

## Quick answers

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

**Where is Freedom Day Solutions, LLC located?**
Freedom Day Solutions, LLC's principal office is in Houston, TX, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Freedom Day Solutions, LLC registered with the SEC or a state?**
Freedom Day Solutions, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 138962.

**How much does Freedom Day Solutions, LLC manage?**
Freedom Day Solutions, LLC reports $615,298,373 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (86% discretionary).

**How have Freedom Day Solutions, LLC's assets and staff changed since 2021?**
In the Form ADV data for Freedom Day Solutions, LLC: Regulatory assets under management: $323,004,006 in the October 2021 data and $615,298,373 in the October 2026 data, up 90%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Freedom Day Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (251); high net worth individuals (170).

**Which custodians does Freedom Day Solutions, LLC use?**
Freedom Day Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Freedom Day Solutions, LLC 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/138962

**Does Freedom Day Solutions, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "As a condition for opening and maintaining an investment management relationship with Freedom Day Solutions, the Firm generally imposes a minimum portfolio size of $250,000." "Freedom Day Solutions may aggregate the accounts of related clients to meet the minimum portfolio size. In addition, the Firm, in its sole discretion, may accept clients with smaller portfolios based upon certain criteria"

**What changed in Freedom Day Solutions, LLC's recent Form ADV filings?**
In the July 2026 filing data: Added an office in Portland, OR. Registered or notice-filed in OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> As a condition for opening and maintaining an investment management relationship with Freedom Day Solutions, the Firm generally imposes a minimum portfolio size of $250,000.

> Freedom Day Solutions may aggregate the accounts of related clients to meet the minimum portfolio size. In addition, the Firm, in its sole discretion, may accept clients with smaller portfolios based upon certain criteria

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company 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: $615,298,373
- Discretionary: $530,474,324
- Non-discretionary: $84,824,049

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 251 | $77,903,377 |
| High net worth individuals | 170 | $537,394,996 |
| 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
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, ID, LA, NY, OR, SC, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Pocatello, ID
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- freedomdaysolutions.com
- kc-roi.com
- kruegercatalano.com
- Facebook @KRUEGERCATALANOROI
- Facebook @freedomdaysolutions
- Instagram @freedomdaysolutions
- LinkedIn @KRUEGER-&-CATALANO-CAPITAL-PARTNERS-LLC
- LinkedIn @freedom-day-solutions
- X @RYANKRUEGERROI
- YouTube @UCP0H9OqFTDealnETx92JqiA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $323,004,006 | 8 | May 28, 2021 |
| October 2022 | $366,482,420 | 8 | March 23, 2022 |
| October 2023 | $365,459,993 | 8 | March 15, 2023 |
| October 2024 | $422,931,342 | 9 | July 2, 2024 |
| October 2025 | $569,044,100 | 6 | March 26, 2025 |
| October 2026 | $615,298,373 | 8 | June 1, 2026 |

Regulatory assets under management: $323,004,006 in the October 2021 data and $615,298,373 in the October 2026 data, up 90%.
Total employees: 8 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Added an office in Portland, OR.
- Registered or notice-filed in OR.

### April 2026
- No longer lists the business name Krueger & Catalano Capital Partners.
- Employees performing advisory functions went from 6 to 4.
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Day Solutions, LLC (CRD 138962): Form ADV filing data as of October 2026.