Freedom Capital Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Capital Advisors provides personalized investment advisory and financial planning services primarily to individual investors, joint accounts, IRAs, trusts and corporate accounts. The firm offers portfolio management, retirement planning, and investment consulting across a mix of securities including stocks, bonds, ETFs, options, corporate bonds and T‑Bills, and charges asset‑based fees for discretionary management.
FCA describes a conservative, value‑driven investment approach with an emphasis on income generation and risk‑adjusted returns, combining fundamental, technical and macroeconomic analysis. Strategies include dividend and fixed‑income allocations, covered call writing and a standalone Levered Options Writing Strategy (LOWS) — an actively managed, options‑based sleeve with a $100,000 minimum that is governed by a separate agreement and reviewed by a designated IAR.
The firm’s brochure discloses a prior regulatory consent order and administrative fine in Washington State (December 8, 2021) for unregistered activity, a disclosure that is relatively uncommon among peers. FCA also maintains related business affiliations — a Pillar One relationship with a financial research organization and a marketing/educational affiliate (Playmaker Financial LLC) focused on outreach to younger investors and college athletes — and states these relationships are used for research and marketing rather than for third‑party compensation in advisory recommendations.
Client services
Expertise
Fee options
Negotiable from 0.50% up to 1.5%, based on account size, complexity, strategies, and services
Fee-only: Fees are charged on a fee-only basis as a percentage of assets under management, no commissions.
Main office
See officeClermont FL
Advisors at this office
1
Offices (3)
Most active in
California · Florida · Georgia · Louisiana · North Carolina · Texas · Virginia
Also doing business as
Freedom Capital Advisors · Freedom Capital Advisors Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Advisors at this firm
Ronald M
Series 63, Series 65
Clermont, FL
Freedom Capital Advisors Inc.
Ronald Mccoy is a financial advisor at Freedom Capital Advisors Inc. in Clermont, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Freedom Capital Advisors since 2012. Freedom Capital Advisors provides investment advisory and financial planning services to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns, utilizing fundamental, technical, and macroeconomic analysis.
Logan M
Series 65
Tiger, GA
Freedom Capital Advisors Inc.
Logan Mc Coy is a Series 65-licensed financial advisor at Freedom Capital Advisors Inc. with one year of industry experience. Prior to joining Freedom Capital Advisors, he worked at NewLife Auto and Firestone. Freedom Capital Advisors provides personalized investment advisory and financial planning services primarily to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns through strategies such as dividend and fixed-income allocations, covered call writing, and an actively managed options-based Levered Options Writing Strategy.
Dave M
Series 63, Series 65
Franklin, NC
Freedom Capital Advisors Inc.
Dave Mccoy is a financial advisor with Freedom Capital Advisors Inc. and holds the Series 63 and Series 65 designations. He has 34 years of industry experience. In addition to his advisory role, he serves as COO of Steam Monsters Inc, an online gaming platform, where he focuses on growth and expansion. Freedom Capital Advisors provides investment advisory and financial planning services primarily to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns, utilizing a combination of fundamental, technical, and macroeconomic analysis.
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