FREESTATE ADVISORS LLC
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 145800
- Registered since
- November 24, 2015
- Website
- www.freestateadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.71%
- Individuals23.52%
- Charitable Organizations0.52%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Freestate Advisors LLC is an independent, owner-operated registered investment adviser focused on individuals and families. The firm provides financial planning, discretionary and nondiscretionary portfolio management for individuals, small businesses and institutions, and pension consulting. It charges fees as a percentage of assets under management and does not present itself as a capital allocator or an ESG-focused manager. Investment activity centers on public funds and mutual funds for core exposure, supplemented by ETF allocations for equity exposure. The firm maintains an accountant affiliation that supports its advisory practice. Founded in 2015 and structured as a limited liability company, Freestate appears to run a compact, advisor-led model rather than a large multi-product platform.
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
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
Contacts
3 of 9MELINDA PARKS
PrincipalCRD 2324094
PHILIP TAYLOR
Senior Investment AnalystCRD 6179116
KELLY HOLLOWAY
Investment Advisor RepresentativeCRD 6926668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$151M in ETFs
89%
$135M
11%
$16.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $19M | 335,122 | 12.56% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 4400 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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