Freeman, Will & Niemeier, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Evansville, IN. Its latest Form ADV filing, dated March 20, 2026, reports $284M in regulatory assets under management, 2 employees, and 1,295 accounts.
Assets Under Management
$284M
Employees
2
Offices
--
Total Clients
388
Primary office
EVANSVILLE, IN
1919 WEST FRANKLIN STREET, EVANSVILLE, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.4% of total clients.
Top client categories% of clientsClients
1
Individuals
79.4%
308
2
HNWI
12.9%
50
3
Pension Plans
7.2%
28
4
Corporations
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$284Mas of March 20, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$284M
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$284M
Total Accounts1,295
10Y AUM Change+$114M (+67.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee194:1
10Y Employee Change0 (0.0%)
* 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.