{
  "crd_number": 110785,
  "slug": "freedom-funds-management-co-denver-co-110785",
  "primary_business_name": "FREEDOM FUNDS MANAGEMENT CO",
  "legal_name": "FREEDOM FUNDS MANAGEMENT CO",
  "dbas": [],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1987-01-16",
  "years_registered": 39,
  "period": "2026-10-01",
  "filing_date": "2025-12-02",
  "carried_forward": false,
  "raum_total": 1904351438.0,
  "raum_discretionary": 1904351438.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 9,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 1904351438.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://coloradobondshares.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110785",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/freedom-funds-management-co-denver-co-110785",
  "display_name": "Freedom Funds Management Co",
  "summary": "Freedom Funds Management Co is an SEC-registered investment advisory firm in Denver, CO, registered since 1987, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated December 2, 2025.",
  "citation": "AdvisorCensus. Freedom Funds Management Co (CRD 110785): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Freedom Funds Management Co compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Freedom Funds Management Co reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Freedom Funds Management Co located?",
      "a": "Freedom Funds Management Co's principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is Freedom Funds Management Co registered with the SEC or a state?",
      "a": "Freedom Funds Management Co is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 110785."
    },
    {
      "q": "How much does Freedom Funds Management Co manage?",
      "a": "Freedom Funds Management Co reports $1,904,351,438 in regulatory assets under management in its Form ADV filing dated December 2, 2025 (100% discretionary)."
    },
    {
      "q": "How have Freedom Funds Management Co's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Freedom Funds Management Co: Regulatory assets under management: $1,515,224,238 in the October 2021 data and $1,904,351,438 in the October 2026 data, up 26%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Freedom Funds Management Co serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Freedom Funds Management Co report any disciplinary disclosures?",
      "a": "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/110785"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1515224238.0,
      "total_employees": 7,
      "filing_date": "2021-01-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1772243392.0,
      "total_employees": 7,
      "filing_date": "2021-12-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1690795957.0,
      "total_employees": 7,
      "filing_date": "2022-12-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1651976566.0,
      "total_employees": 8,
      "filing_date": "2023-11-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1831044940.0,
      "total_employees": 8,
      "filing_date": "2024-12-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1904351438.0,
      "total_employees": 9,
      "filing_date": "2025-12-02"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/freedom-funds-management-co-denver-co-110785.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1904351438.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/110785",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}