Freedom Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Guaynabo, PR. Its latest Form ADV filing, dated February 9, 2026, reports $881M in regulatory assets under management, 11 employee, 1 office, and 938 accounts.
Assets Under Management
$881M
Employees
11
Offices
1 office
Total Clients
528
Primary office
GUAYNABO, PR
CENTRO INTERNACIONAL DE MERCADEO, 90 CARR 165 STE 505, GUAYNABO, PR, United States
Top client segmentIndividuals represent 48.7% of total clients.
Top client categories% of clientsClients
1
Individuals
48.7%
257
2
HNWI
31.4%
166
3
Pension Plans
15.7%
83
4
Corporations
1.7%
9
5
401K PLANS
1.5%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$881Mas of February 9, 2026
Discretionary100.0%
$881M
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$881M
Total Accounts938
10Y AUM Change+$756M (+607.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee48:1
10Y Employee Change+5 (+83.3%)
* 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.