# Freedom Value Partners, LLC

> Freedom Value Partners, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 330875
- Filed as: FREEDOM VALUE PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330875
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-value-partners-llc-330875

## Quick answers

**How is Freedom Value Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Freedom Value Partners, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Is Freedom Value Partners, LLC registered with the SEC or a state?**
Freedom Value Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 330875.

**How much does Freedom Value Partners, LLC manage?**
Freedom Value Partners, LLC reports $119,149,107 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**What types of clients does Freedom Value Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (20).

**Which custodians does Freedom Value Partners, LLC use?**
Freedom Value Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Freedom Value Partners, 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/330875

**Does Freedom Value Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 26, 2026 says: "Freedom Value Partners does not require a minimum to open or maintain an account."

**What changed in Freedom Value Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 26, 2026)

- Account minimum: None

> Freedom Value Partners does not require a minimum to open or maintain an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $119,149,107
- Discretionary: $119,149,107
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $5,844,764 |
| High net worth individuals | 22 | $59,248,680 |
| Charitable organizations | Fewer than 5 | $49,254,070 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,801,593 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- freedomvaluepartners.com
- LinkedIn @freedom-value-partners
- LinkedIn @billie-mcclain-cfa-b41472225
- LinkedIn @vicki-hohenstein-cfa-95339a31

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Value Partners, LLC (CRD 330875): Form ADV filing data as of October 2026.