Financial Freedom is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 13, 2026, reports $443M in regulatory assets under management, 4 employees, 4 offices, and 783 accounts.
Assets Under Management
$443M
Employees
4
Offices
4 offices
Total Clients
114
Primary office
CINCINNATI, OH
8044 MONTGOMERY ROAD, SUITE 700, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.2% of total clients.
Top client categories% of clientsClients
1
HNWI
84.2%
96
2
Individuals
15.8%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$443Mas of March 13, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$443M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$443M
Total Accounts783
10Y AUM Change+$198M (+80.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.