# Freeman Financial LLC

> Freeman Financial LLC is a state-registered investment advisory firm in Needham, MA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 288904
- Filed as: FREEMAN FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Needham, MA
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288904
- AdvisorCensus page: https://advisorcensus.com/firm/freeman-financial-llc-needham-ma-288904

## Quick answers

**How is Freeman Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Freeman Financial LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Freeman Financial LLC located?**
Freeman Financial LLC's principal office is in Needham, MA, according to its Form ADV.

**Is Freeman Financial LLC registered with the SEC or a state?**
Freeman Financial LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288904.

**How much does Freeman Financial LLC manage?**
Freeman Financial LLC reports $4,870,884 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).

**Does Freeman Financial LLC report any disciplinary disclosures?**
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/288904

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,870,884
- Discretionary: $4,870,884
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $189,899 |
| High net worth individuals | Fewer than 5 | $4,680,985 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- freemanfinancialllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freeman Financial LLC (CRD 288904): Form ADV filing data as of October 2026.