FREEMAN FINANCIAL LLC

Overview

Freeman Financial LLC is a small, individual-owned advisory firm organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates as a discretionary manager: its reported discretionary assets equal its total assets. Freeman Financial LLC is not positioned as an ESG specialist, does not identify as a multi-state adviser or pension consultant, and is not listed as a capital allocator or related adviser. Investment activity centers on exchange-traded instruments with an explicit equity preference. The firm’s custodial relationship with Interactive Brokers LLC and its reliance on exchange-traded equities point to a trading-oriented implementation style that favors liquid, listed securities and separately managed account structures. Freeman Financial LLC also maintains an accounting-related industry affiliation, which may support tax-aware portfolio construction and reporting for its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices