# FREITAG FINANCIAL GROUP, LLC

FREITAG FINANCIAL GROUP, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 150444
- Type: SEC-registered investment adviser
- Location: 15720 BRIXHAM HILL AVE SUITE 300, CHARLOTTE, NC, 28277
- Phone: 704-887-4934
- Latest filing: 2026-03-06
- Regulatory AUM: $54.7M
- Non-discretionary AUM: $54.7M
- Clients: 1
- Accounts: 171

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150444/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150444/similar
- Related entities: https://search.stillhousedata.com/firm/150444/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150444

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.