Randy Lawrence Freed
Advisor at R L Capital, LLC — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
22 years
Location
Overland Park, KS 66212
R L Capital, LLC
Independent
Total advisors
1Clients per advisor
14 TypicalAvg AUM per client
$881,000 HighHNW client ratio
71% Very HighRandy Freed is the sole advisor and manager of R L Capital, LLC, an independent firm based in Overland Park, KS. He holds CFP® and CPA designations and has 22 years of experience in financial advising, alongside 28 years as a certified public accountant. In addition to his advisory role, he provides income tax preparation services through the same firm. R L Capital, LLC serves individual, trust, retirement, and some corporate clients, managing approximately $12.3 million across 14 accounts. The firm employs a value-oriented investment approach focused on individual stocks and ETFs with a long-term, dividend-aware buy-and-hold strategy, supplemented by fundamental and technical analyses. It is notable for combining investment advisory services with certified public accounting under one entity.
Based on R L Capital, LLC
$0 - $500,000: 0.80% per annum (maximum of $938 per quarter) $500,000 - $1,000,000: 0.75% per annum (maximum of $1,750 per quarter) $1,000,000+: 0.70% per annum
Income tax preparation services charged on an hourly basis; fees vary based on time spent and perceived value
Account minimum: $150,000
Overland Park, KS
7199 West 98th Terrace, Suite 140
Overland Park KS 66212
Advisors at this office
1
Kansas · Missouri
22 years of industry experience
Randy L. Freed, CPA
1998 - Present • 28 years
Overland Park, KS
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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