# Freitag Financial Group, LLC

> Freitag Financial Group, LLC is a state-registered investment advisory firm in Charlotte, NC, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 150444
- Filed as: FREITAG FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150444
- AdvisorCensus page: https://advisorcensus.com/firm/freitag-financial-group-llc-charlotte-nc-150444

## Quick answers

**How is Freitag Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Freitag Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Freitag Financial Group, LLC located?**
Freitag Financial Group, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Freitag Financial Group, LLC registered with the SEC or a state?**
Freitag Financial Group, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150444.

**How much does Freitag Financial Group, LLC manage?**
Freitag Financial Group, LLC reports $54,723,181 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary).

**What types of clients does Freitag Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (16).

**Does Freitag Financial Group, 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/150444

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $54,723,181
- Discretionary: $0
- Non-discretionary: $54,723,181

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $6,824,433 |
| High net worth individuals | 16 | $47,898,748 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- freitagfinancialgroup.com
- Facebook @FREITAGFINANCIALGROUP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freitag Financial Group, LLC (CRD 150444): Form ADV filing data as of October 2026.