Freedom Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,270,315
Clients
9
89% 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
9
LowAverage account size
$1,474,479
About
Freedom Capital Management advises a small client base that includes individuals, high‑net‑worth individuals, and charitable organizations, and it primarily serves as a conduit to third‑party investment managers rather than directly managing client portfolios. The firm also offers access to estate‑planning services through Wealth.com and healthcare planning through the Move Health platform, and generally focuses its advice on mutual funds, real estate funds, and ETFs.
FCM’s model is to select and refer clients to third‑party advisers or TAMPs, conduct due diligence, and maintain an ongoing relationship to review suitability and performance; it does not exercise investment discretion over client accounts. The firm reports all assets as non‑discretionary (reported non‑discretionary AUM $13,270,315) and provides periodic reviews and relies on custodial account statements for reporting.
What distinguishes FCM from many peers is its combination of a very small adviser practice (one advisor, nine clients) with a relatively large pool of non‑discretionary assets directed to outside managers, and its disclosures that recommended managers may run separately managed account programs that can employ leverage or derivative instruments. FCM also discloses fee‑sharing arrangements with selected third‑party managers (e.g., GeoWealth) and emphasizes that it does not control the day‑to‑day operations of those managers.
Client services
Financial planning
Selection of other advisers
Expertise
Medicare planning
Real estate investing
Fee options
$0 - $400,000: 1.00% annually (100 basis points) total, including GeoWealth's 0.35% fee $400,001 - $500,000: 1.00% annually (100 basis points) total, with GeoWealth's fee as a flat $1,400 $500,001 - $1,000,000: 0.75% annually (75 basis points) total, with GeoWealth's fee as a flat $1,400 $1,000,001 - $2,000,000: 0.50% annually (50 basis points) total, with GeoWealth's fee as a flat $1,400 $2,000,001 - $3,000,000: 0.35% annually (35 basis points) total, with GeoWealth's fee as a flat $1,400 $3,000,001 - $6,000,000: 0.35% annually (35 basis points) total, GeoWealth's fee $1,400 plus $500 per million over $3,000,000 $6,000,001 - $10,000,000: 0.30% annually (30 basis points) total, GeoWealth's fee $1,400 plus $500 per million over $3,000,000 $10,000,001+: 0.05% annually (5 basis points) total, GeoWealth's fee $1,400 plus $500 per million over $3,000,000
Fee-only: Fee-only, annual asset-based fees as per tiered schedule; no commissions or performance-based fees.
Main office location
Freedom Capital Management
Glen Allen VA, United States
Number of offices
1
Most active in
Freedom Capital Management has reported serving >5 clients in these states in the last 12 months.
Florida · Texas · Virginia
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
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")