FREEDOM CAPITAL MANAGEMENT

FREEDOM CAPITAL MANAGEMENT is an SEC-registered investment adviser (CRD 313926). Regulatory assets under management: $13.3M.

Registration

• CRD: 313926
• Type: Registered investment adviser
• Phone: 617-413-5781
• Latest filing: 2026-04-21
• Regulatory AUM: $13.3M
• Non-discretionary AUM: $13.3M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313926 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search