# Freund & Co Investment Advisors, L.C.

> Freund & Co Investment Advisors, L.C. is a state-registered investment advisory firm in Chesterfield, MO, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 109464
- Filed as: FREUND & CO INVESTMENT ADVISORS, L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109464
- AdvisorCensus page: https://advisorcensus.com/firm/freund-and-co-investment-advisors-l-c-chesterfield-mo-109464

## Quick answers

**How is Freund & Co Investment Advisors, L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Freund & Co Investment Advisors, L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Freund & Co Investment Advisors, L.C. located?**
Freund & Co Investment Advisors, L.C.'s principal office is in Chesterfield, MO, according to its Form ADV.

**Is Freund & Co Investment Advisors, L.C. registered with the SEC or a state?**
Freund & Co Investment Advisors, L.C. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 109464.

**How much does Freund & Co Investment Advisors, L.C. manage?**
Freund & Co Investment Advisors, L.C. reports $25,995,005 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Freund & Co Investment Advisors, L.C. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (7).

**Does Freund & Co Investment Advisors, L.C. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109464

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $25,995,005
- Discretionary: $0
- Non-discretionary: $25,995,005

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $6,740,240 |
| High net worth individuals | 12 | $19,254,765 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, LA, MO
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.F: Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109464

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freund & Co Investment Advisors, L.C. (CRD 109464): Form ADV filing data as of October 2026.