FREEDOM CAPITAL MANAGEMENT, INC.

FREEDOM CAPITAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 138256). Regulatory assets under management: $12.0M.

Registration

• CRD: 138256
• Type: Registered investment adviser
• Phone: 415-236-5364
• Latest filing: 2026-06-22
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 138256 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search