A complete list of active advisors currently associated with US Freedom Capital Advisors LLC
Warmer can help you find a great advisor at US Freedom Capital Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at US Freedom Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Richardson, TX
| 12
|
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