Freedom Day Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 30, 2026, reports $615M in regulatory assets under management, 8 employees, 2 offices, and 1,324 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Subscription fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
251
2
HNWI
40.4%
170
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$615Mas of March 30, 2026
Discretionary86.2%
$530M
86% of total RAUM86.2%
Non-discretionary13.8%
$85M
14% of total RAUM13.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$615M
Total Accounts1,324
10Y AUM Change+$409M (+198.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee53:1
10Y Employee Change+2 (+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.