FINANCIAL FREEDOM, LLC

FINANCIAL FREEDOM, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 118772). Regulatory assets under management: $443.2M.

Registration

• CRD: 118772
• SEC file number: 801-63647
• Type: Registered investment adviser
• Location: 8044 MONTGOMERY ROAD, SUITE 700, CINCINNATI, OH, 45236
• Phone: 513-697-6400
• Latest filing: 2026-03-13
• Regulatory AUM: $443.2M
• Non-discretionary AUM: $443.2M
• Clients: 4
• Accounts: 783

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118772 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search