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US Freedom Capital Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 16 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
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
0
Very LowAverage account size
—
About
US Freedom Capital Advisors LLC provides discretionary and non‑discretionary portfolio management and investment advice to individuals, high‑net‑worth investors, and pooled investment vehicles, including several private funds it currently advises. The firm manages deployed EB‑5 capital and offers wealth management focused on investments in real estate, healthcare and related project structures invested through separately managed accounts and pooled vehicles.
The firm’s investment approach uses fundamental analysis and includes allocations to fixed‑rate debt instruments (including mezzanine loans) and equity interests in development and operating projects, with asset selection guided by each client’s time horizon, risk tolerance and immigration status where applicable. US Freedom Capital generally seeks discretionary trading authority and conducts portfolio reviews at least quarterly.
Notably for a solo independent adviser, the firm’s principals act as fund sponsors and syndicators and hold ownership interests in affiliated development companies and in several of the private funds the firm advises, with an affiliated entity providing marketing services for those funds. Those relationships are disclosed in the brochure as potential conflicts of interest to be managed with client approvals; the brochure also discloses a resolved regulatory reprimand and fine in 2024 and an arbitration matter that has recently resumed.
Client services
Portfolio management
Expertise
Real estate investing
Private / alternative investments
Fee options
Flat fees up to $100,000 depending on services
Up to 2% annually
Time spent basis up to $100,000 depending on services
Fee-only: Flat, retainer, or time spent basis up to $100,000 depending on services
Main office location
US Freedom Capital Advisors LLC
3400 N. Central Expwy, Suite 110 277
Richardson TX 75080, United States
Number of offices
1
Most active in
US Freedom Capital Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
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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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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