Freedom Capital Advisors Inc

RIASEC Registered
Total AUM
$45M
Discretionary
$45M
100% of AUM
Avg account
$328K
Accounts
137
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
161355
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI88.89%
  • Individuals11.11%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Freedom Capital Advisors Inc. is an independent, individually owned registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and also engages in other financial product sales. It identifies its primary client base as individual and family investors, does not position itself as a capital allocator to external alternative managers, and does not self-identify as an active ESG investor or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Investment Grade Corp Bonds 50%50%
  • Exchange Traded Equities50%
  • Investment Grade Corp Bonds50%

Owners & executives

1 of 1
  • Ronald Mccoy

    President, CEOCRD 1620066

Contacts

2 of 2
  • Dave Mccoy

    Dave Mccoy

    Investment Advisor RepresentativeCRD 1386650

  • Logan McCoy

    Logan McCoy

    Director of OperationsCRD 8207888

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth