{
  "crd_number": 141745,
  "slug": "freedom-mountain-investments-141745",
  "primary_business_name": "FREEDOM MOUNTAIN INVESTMENTS",
  "legal_name": "FREEDOM MOUNTAIN INVESTMENTS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2007-01-03",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-01-19",
  "carried_forward": false,
  "raum_total": 11549162.0,
  "raum_discretionary": 9248379.0,
  "raum_non_discretionary": 2300783.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 11549162.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141745",
  "listing_state": "PA",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/freedom-mountain-investments-141745",
  "display_name": "Freedom Mountain Investments",
  "summary": "Freedom Mountain Investments is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.",
  "citation": "AdvisorCensus. Freedom Mountain Investments (CRD 141745): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Freedom Mountain Investments compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Freedom Mountain Investments 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": "Is Freedom Mountain Investments registered with the SEC or a state?",
      "a": "Freedom Mountain Investments is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 141745."
    },
    {
      "q": "How much does Freedom Mountain Investments manage?",
      "a": "Freedom Mountain Investments reports $11,549,162 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (80% discretionary)."
    },
    {
      "q": "What types of clients does Freedom Mountain Investments serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5)."
    },
    {
      "q": "Does Freedom Mountain Investments report any disciplinary disclosures?",
      "a": "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/141745"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/freedom-mountain-investments-141745.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 11549162.0
    }
  ],
  "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/141745",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}