FREEMAN CAPITAL ADVISORS
  • FREEMAN CAPITAL ADVISORS
  • FREEMAN CAPITAL ADVISORS, LLC

Adviser Profile

As of Date 07/27/2023
Registration status Terminated
ADV Location CHARLOTTE, NC, United States
Contact Info 336 xxxxxxx
Websites
AUM* 4,870,143 -21%
of that, discretionary 4,870,143 -21%
Number of Employees 5 67%
of those in investment advisory functions 5 67%
Private Fund GAV* 0
Avg Account Size 39,275 -41%
% High Net Worth < 0.01% -100%
SMA’s Yes
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

Reported AUM

6M 5M 4M 4M 3M 2M 883K
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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