American Freedom Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,054,267
Clients
73
7% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
73
Very HighAverage account size
$192,524
About
American Freedom Investments provides discretionary investment supervisory services to individuals, high-net-worth individuals, retirement plans, trusts, and private businesses under an investment management agreement, tailoring portfolios to clients’ stated goals and risk tolerances. The firm focuses on ongoing portfolio management of marketable securities and does not participate in wrap-fee programs.
Investment decisions are grounded in fundamental analysis and macroeconomic indicators—such as GDP, inflation, interest rates, and sector trends—and the firm uses the S&P 500 as its performance benchmark. Portfolios are typically built around a concentrated core of four to six ETFs that emphasize top-performing sectors, with holdings adjusted as sector performance shifts.
Distinctive features include the firm principal’s role as an independent insurance broker, with the firm disclosing commissions from insurance sales and a practice of recommending fixed indexed annuities as a retirement income buffer in place of traditional bonds. The firm also suggests a particular custodian and accepts non-monetary client account support from that custodian (a disclosed potential conflict of interest), and it applies a 5–7% quarterly stop‑loss discipline that can move assets into a money-market holding during downturns.
Client services
Portfolio management
Expertise
Annuities
Fee options
$0 - $250,000: 1.00% $250,001 - $500,000: 0.85% $500,001 - $750,000: 0.70% $750,001 - $1,000,000: 0.55% $1,000,000+: 0.50%
Commissions received from the sale of insurance products by the Managing Member
Main office location
American Freedom Investments, LLC
8020 E. Central, #140
Wichita KS 67206, United States
Number of offices
1
Most active in
American Freedom Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")