# Freedom Family Office, LLC

> 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.

- CRD: 310275
- Filed as: FREEDOM FAMILY OFFICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beaverton, OR
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310275
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-family-office-llc-beaverton-or-310275

## Quick answers

**How is Freedom Family Office, LLC compensated?**
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.

**Where is Freedom Family Office, LLC located?**
Freedom Family Office, LLC's principal office is in Beaverton, OR, according to its Form ADV.

**Is Freedom Family Office, LLC registered with the SEC or a state?**
Freedom Family Office, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310275.

**How much does Freedom Family Office, LLC manage?**
Freedom Family Office, LLC reports $162,140,871 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Freedom Family Office, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Freedom Family Office, LLC serve?**
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).

**Which custodians does Freedom Family Office, LLC use?**
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.

**Does Freedom Family Office, LLC report any disciplinary disclosures?**
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

**Does Freedom Family Office, LLC state an account minimum?**
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."

**What changed in Freedom Family Office, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $143,471,000 to $162,140,871 (+13%).

## From the Form ADV filing

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

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

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $162,140,871
- Discretionary: $162,140,871
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $18,802,202 |
| High net worth individuals | 44 | $95,195,802 |
| 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) | 6 | $837,941 |
| Charitable organizations | Fewer than 5 | $1,512,662 |
| 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 | 8 | $45,792,264 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (5 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, LA, NJ, NV, NY, PA, PR, VA, WA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310275

### Websites listed on Form ADV (Item 1.I)
- freedomfamilyoffice.com
- talktofreedom.com
- Facebook @freedomfamilyoffice
- LinkedIn @freedom-family-office

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $62,995,301 | 5 | September 28, 2021 |
| October 2022 | $110,722,483 | 5 | August 1, 2022 |
| October 2023 | $113,139,885 | 13 | September 28, 2023 |
| October 2024 | $140,000,972 | 13 | March 28, 2024 |
| October 2025 | $143,471,000 | 13 | July 3, 2025 |
| October 2026 | $162,140,871 | 10 | April 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $143,471,000 to $162,140,871 (+13%).

### February 2026
- Employees performing advisory functions went from 3 to 5.
- Registered or notice-filed in NV, VA.

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Family Office, LLC (CRD 310275): Form ADV filing data as of October 2026.