{
  "crd_number": 117040,
  "slug": "freegulliver-llc-new-orleans-la-117040",
  "primary_business_name": "FREEGULLIVER, LLC",
  "legal_name": "FREEGULLIVER, L.L.C.",
  "dbas": [
    "FREEGULLIVER"
  ],
  "city": "New Orleans",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "35380",
  "metro": {
    "cbsa_code": "35380",
    "common_name": "New Orleans",
    "msa_name": "New Orleans-Metairie, LA",
    "path": "/advisors/la/new-orleans"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-01-30",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 836584355.0,
  "raum_discretionary": 549171780.0,
  "raum_non_discretionary": 287412575.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 8959574.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 20407751.0,
      "count": 83
    },
    "pension_profit_sharing": {
      "raum": 19495289.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 507016395.0,
      "count": 87
    },
    "pooled_investment_vehicles": {
      "raum": 267578751.0,
      "count": 35
    },
    "corporations_other_businesses": {
      "raum": 13126595.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "LA",
    "MS",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://freegulliver.com",
    "https://linkedin.com/company/freegulliver"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117040",
  "city_as_filed": "NEW ORLEANS",
  "url": "https://advisorcensus.com/firm/freegulliver-llc-new-orleans-la-117040",
  "display_name": "Freegulliver, LLC",
  "summary": "Freegulliver, LLC is an SEC-registered investment advisory firm in New Orleans, LA, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.",
  "citation": "AdvisorCensus. Freegulliver, LLC (CRD 117040): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Commissions",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Freegulliver, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Freegulliver, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; performance-based fees."
    },
    {
      "q": "How much does Freegulliver, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 5, 2026 states: Flat fee: $100,000 (family office and wealth planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Freegulliver, LLC located?",
      "a": "Freegulliver, LLC's principal office is in New Orleans, LA, according to its Form ADV; the January 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Freegulliver, LLC registered with the SEC or a state?",
      "a": "Freegulliver, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 117040."
    },
    {
      "q": "How much does Freegulliver, LLC manage?",
      "a": "Freegulliver, LLC reports $836,584,355 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (66% discretionary)."
    },
    {
      "q": "How have Freegulliver, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Freegulliver, LLC: Regulatory assets under management: $393,463,683 in the October 2021 data and $836,584,355 in the October 2026 data, up 113%. Total employees: 16 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Freegulliver, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (87); individuals (other than high net worth individuals) (83); pooled investment vehicles (other than investment companies and business development companies) (35)."
    },
    {
      "q": "Which custodians does Freegulliver, LLC use?",
      "a": "Freegulliver, 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."
    },
    {
      "q": "Does Freegulliver, LLC 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/117040"
    },
    {
      "q": "What changed in Freegulliver, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 393463683.0,
      "total_employees": 16,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 421858529.0,
      "total_employees": 16,
      "filing_date": "2022-08-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 465250043.0,
      "total_employees": 17,
      "filing_date": "2023-08-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 548274370.0,
      "total_employees": 17,
      "filing_date": "2024-08-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 798146866.0,
      "total_employees": 16,
      "filing_date": "2025-05-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 836584355.0,
      "total_employees": 17,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 9.",
        "No longer lists an office in Denver, CO.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in NY.",
        "No longer registered or notice-filed in NE."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $100,000 (family office and wealth planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $100,000 (family office and wealth planning services)"
        ],
        "quotes": [
          "We charge a fixed fee for family office and wealth planning services. Our fixed fee generally starts at $100,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 100000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "family office and wealth planning services"
        }
      ]
    },
    "quotes": [
      "We charge a fixed fee for family office and wealth planning services. Our fixed fee generally starts at $100,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/freegulliver-llc-new-orleans-la-117040.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 83,
      "fewer_than_5": false,
      "raum": 20407751.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 87,
      "fewer_than_5": false,
      "raum": 507016395.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 267578751.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 19495289.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 8959574.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 13126595.0
    }
  ],
  "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/117040",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}