Firm profile

FREEDOM INVESTMENT MANAGEMENT, INC.

SOUTH WINDSOR, CTCRD 126052Latest ADV February 4, 2026

Freedom Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in South Windsor, CT. Its latest Form ADV filing, dated February 4, 2026, reports $569M in regulatory assets under management, 9 employees, 4 offices, and 925 accounts.

Assets Under Management
$569M
Employees
9
Offices
4 offices
Total Clients
520
Primary office
SOUTH WINDSOR, CT
1645 ELLINGTON RD, 3RD FLOOR, SOUTH WINDSOR, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOJohn A. O'connor
CFOSteven M. Daignault

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.7% of total clients.
Top client categories% of clientsClients
1
Individuals
78.7%
409
2
HNWI
14.6%
76
3
Pension Plans
5.6%
29
4
Charitable
1.2%
6
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$569Mas of February 4, 2026
Discretionary100.0%
$569M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$569M
Total Accounts925
10Y AUM Change$-1.4B (-71.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee58:1
10Y Employee Change-76 (-89.4%)

* 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.