# Freshfield Capital, LLC

> Freshfield Capital, LLC is a state-registered investment advisory firm in Plano, TX, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 150742
- Filed as: FRESHFIELD CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150742
- AdvisorCensus page: https://advisorcensus.com/firm/freshfield-capital-llc-plano-tx-150742

## Quick answers

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

**Where is Freshfield Capital, LLC located?**
Freshfield Capital, LLC's principal office is in Plano, TX, according to its Form ADV.

**Is Freshfield Capital, LLC registered with the SEC or a state?**
Freshfield Capital, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150742.

**How much does Freshfield Capital, LLC manage?**
Freshfield Capital, LLC reports $90,000,000 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does Freshfield Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (20).

**Does Freshfield Capital, 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/150742

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $90,000,000
- Discretionary: $90,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $50,000,000 |
| High net worth individuals | 20 | $40,000,000 |

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

### Firm details
- Registered since: 2009 (16 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freshfield Capital, LLC (CRD 150742): Form ADV filing data as of October 2026.
