FREITAG FINANCIAL GROUP, LLC

FREITAG FINANCIAL GROUP, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 150444). Regulatory assets under management: $54.7M.

Registration

• CRD: 150444
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150444 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search