Lifestyle Freedom Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bradenton, FL. Its latest Form ADV filing, dated March 12, 2026, reports $157M in regulatory assets under management, 5 employees, 2 offices, and 366 accounts.
Assets Under Management
$157M
Employees
5
Offices
2 offices
Total Clients
189
Primary office
BRADENTON, FL
9040 TOWN CENTER PARKWAY, BRADENTON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.9% of total clients.
Top client categories% of clientsClients
1
Individuals
61.9%
117
2
HNWI
23.8%
45
3
Corporations
11.1%
21
4
Pension Plans
3.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$157Mas of March 12, 2026
Discretionary99.9%
$157M
100% of total RAUM99.9%
Non-discretionary0.1%
$113K
0% of total RAUM0.1%
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.
Total AUM$157M
Total Accounts366
10Y AUM Change+$31M (+24.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
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.