Franklin, NC Office

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Freedom Capital Advisors Inc.

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Firm-wide stats for Freedom Capital Advisors Inc.

Total advisors

3

Across 3 offices

Clients per advisor

46 Typical

Avg AUM per client

$328,467 Very Low

HNW client ratio

66% Very High

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.

Based on Freedom Capital Advisors Inc.

Expertise

Options & derivatives strategies Income planning

Based on Freedom Capital Advisors Inc.

Location

Franklin NC

Advisors at this office

1

View complete list of advisors at this office
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