{
  "crd_number": 310275,
  "slug": "freedom-family-office-llc-beaverton-or-310275",
  "primary_business_name": "FREEDOM FAMILY OFFICE, LLC",
  "legal_name": "FREEDOM FAMILY OFFICE, LLC",
  "dbas": [],
  "city": "Beaverton",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-10-02",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 162140871.0,
  "raum_discretionary": 162140871.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1512662.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 18802202.0,
      "count": 72
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 837941.0,
      "count": 6
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 95195802.0,
      "count": 44
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 45792264.0,
      "count": 8
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "LA",
    "NJ",
    "NV",
    "NY",
    "PA",
    "PR",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/freedomfamilyoffice",
    "https://freedomfamilyoffice.com",
    "https://linkedin.com/company/freedom-family-office",
    "https://talktofreedom.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310275",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "BEAVERTON",
  "url": "https://advisorcensus.com/firm/freedom-family-office-llc-beaverton-or-310275",
  "display_name": "Freedom Family Office, LLC",
  "summary": "Freedom Family Office, LLC is an SEC-registered investment advisory firm in Beaverton, OR, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.",
  "citation": "AdvisorCensus. Freedom Family Office, LLC (CRD 310275): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Freedom Family Office, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Freedom Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Freedom Family Office, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 states: Flat fee: $15,000 (family office services); Hourly rate: $500 an hour (Services beyond the scope of the family office services…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Freedom Family Office, LLC located?",
      "a": "Freedom Family Office, LLC's principal office is in Beaverton, OR, according to its Form ADV."
    },
    {
      "q": "Is Freedom Family Office, LLC registered with the SEC or a state?",
      "a": "Freedom Family Office, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310275."
    },
    {
      "q": "How much does Freedom Family Office, LLC manage?",
      "a": "Freedom Family Office, LLC reports $162,140,871 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Freedom Family Office, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Freedom Family Office, LLC: Regulatory assets under management: $62,995,301 in the October 2021 data and $162,140,871 in the October 2026 data, up 157%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Freedom Family Office, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72); high net worth individuals (44); corporations or other businesses not listed above (8)."
    },
    {
      "q": "Which custodians does Freedom Family Office, LLC use?",
      "a": "Freedom Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Freedom Family Office, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310275"
    },
    {
      "q": "Does Freedom Family Office, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 says: \"FFO requires a minimum account size of $1,000,000 for advisory accounts. However, from time-to-time, in its sole discretion, FFO may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other factors.\""
    },
    {
      "q": "What changed in Freedom Family Office, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $143,471,000 to $162,140,871 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 62995301.0,
      "total_employees": 5,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 110722483.0,
      "total_employees": 5,
      "filing_date": "2022-08-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 113139885.0,
      "total_employees": 13,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 140000972.0,
      "total_employees": 13,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 143471000.0,
      "total_employees": 13,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 162140871.0,
      "total_employees": 10,
      "filing_date": "2026-04-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $143,471,000 to $162,140,871 (+13%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 5.",
        "Registered or notice-filed in NV, VA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $15,000 (family office services)",
      "Hourly rate: $500 an hour (Services beyond the scope of the family office services…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "FFO requires a minimum account size of $1,000,000 for advisory accounts. However, from time-to-time, in its sole discretion, FFO may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other factors."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $15,000 (family office services)"
        ],
        "quotes": [
          "For family office services, FFO charges an agreed-upon fixed fee that starts at $15,000. The fee will increase based on the complexity of the client’s financial situation and needs."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (Services beyond the scope of the family office services…)"
        ],
        "quotes": [
          "Services beyond the scope of the family office services agreement will be billed at a rate of $ 500/hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 15000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "family office services"
        },
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Services beyond the scope of the family office services agreement"
        }
      ]
    },
    "quotes": [
      "FFO requires a minimum account size of $1,000,000 for advisory accounts. However, from time-to-time, in its sole discretion, FFO may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other factors.",
      "For family office services, FFO charges an agreed-upon fixed fee that starts at $15,000. The fee will increase based on the complexity of the client’s financial situation and needs.",
      "Services beyond the scope of the family office services agreement will be billed at a rate of $ 500/hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/freedom-family-office-llc-beaverton-or-310275.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 72,
      "fewer_than_5": false,
      "raum": 18802202.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 95195802.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 837941.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1512662.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 45792264.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310275",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}