Freedom Day Solutions, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 138962
- Registered since
- January 27, 2006
- Website
- freedomdaysolutions.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI87.34%
- Individuals12.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Freedom Day Solutions, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and portfolio management primarily for individuals, families and small-business clients, and also operates as an insurance broker. Its advisory billing mixes percentage-of-AUM fees with subscription and fixed-fee arrangements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and has been SEC-registered since 2006.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds26%
- State & Local Bonds21%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3
Michael Catalano
Chief Strategy OfficerCRD 2029351
Ryan Krueger
Chief Executive Officer & Chief Investment OfficerCRD 2158394
Kyi Kyi Win
COOCRD 4047381
Contacts
3 of 3
Blaine Wood
Investment Advisor RepresentativeCRD 6332750
William Kopp
Wealth ManagerCRD 2447288
Courtney Ranstrom
PartnerCRD 5648835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$249M in ETFs
36%
$90.7M
64%
$159M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FREEDOM DAY DIVIDEND ETF (MBOX) | Active | Large Value | $126M | 3,130,043 | 50.38% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 8401 Westview Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
FCA Corp
RIAHouston, TX
Sovereign Wealth Advisors LLC
RIAHouston, TX
Crosstimbers Capital Group, LLC
RIAHouston, TX
Stanley Capital Management, LLC
RIAHouston, TX
Scott & Selber, Inc. Capital Management
RIAHouston, TX
Granite Harbor Advisors, Inc.
RIAHouston, TX