OVERLAND PARK, KSCRD 145800Latest ADV January 5, 2026
Freestate Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated January 5, 2026, reports $182M in regulatory assets under management, 9 employees, 3 offices, and 635 accounts.
Assets Under Management
$182M
Employees
9
Offices
3 offices
Total Clients
244
Primary office
OVERLAND PARK, KS
4400 COLLEGE BLVD, SUITE 125, OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 66.0% of total clients.
Top client categories% of clientsClients
1
Individuals
66.0%
161
2
HNWI
34.0%
83
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$182Mas of January 5, 2026
Discretionary55.6%
$101M
56% of total RAUM55.6%
Non-discretionary44.4%
$81M
44% of total RAUM44.4%
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$182M
Total Accounts635
10Y AUM Change+$71M (+63.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee27:1
10Y Employee Change-1 (-10.0%)
* 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.