Greenville, SC Office

Freedom Day Solutions serves individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and other entities, offering discretionary and non‑discretionary investment management, retirement plan consulting, and sub‑advisory services. The firm also acts as sub‑adviser to the Freedom Day Dividend ETF (symbol MBOX) and may advise or manage allocations to ETFs, individual equity and debt securities, and certain digital assets for clients who meet suitability criteria.

Portfolios are tailored to each client’s objectives, risk tolerance and liquidity needs, with the firm using a combination of fundamental and technical analysis and model portfolios to implement strategies; for the FDS ETF it applies quantitative scoring to identify dividend‑paying companies. Freedom Day Solutions conducts regular account reviews, may engage in active trading or use margin in limited circumstances, and discloses that tax efficiency is not a primary management consideration unless agreed otherwise.

Notable distinctions disclosed in the brochure include an affiliated, separate law practice operating under the name Freedom Day Legal (a supervised person is a licensed attorney) and the firm’s status as a licensed insurance agency whose supervised persons may offer commissionable insurance products—relationships the firm identifies as potential conflicts of interest. The firm also explicitly offers managed exposure to digital assets, recommends Fidelity Digital Assets for custody with described cold‑ and hot‑storage approaches, and discloses its sub‑advisory role to the FDS ETF and related conflicts and procedures.