Freedom Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Freedom Family Office reports 130 clients. They include 72 individual clients, 44 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 100.0% ($162M across 216 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 12% |
| High-net-worth individuals | 34% | 59% |
| Pension and profit-sharing plans | 5% | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 6% | 28% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 72 | $18.8M | 11.6% | $261K |
| High-net-worth individuals | 44 | $95.2M | 58.7% | $2.16M |
| Pension and profit-sharing plans | 6 | $838K | 0.5% | $140K |
| Charitable organizations | Fewer than 5 | $1.51M | 0.9% | — |
| Corporations and other businesses | 8 | $45.8M | 28.2% | $5.72M |
| Total | 130 | $162M | 100% | — |
- Clients
- 72
- Regulatory AUM
- $18.8M
- AUM share
- 11.6%
- Avg. per client
- $261K
- Clients
- 44
- Regulatory AUM
- $95.2M
- AUM share
- 58.7%
- Avg. per client
- $2.16M
- Clients
- 6
- Regulatory AUM
- $838K
- AUM share
- 0.5%
- Avg. per client
- $140K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.51M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $45.8M
- AUM share
- 28.2%
- Avg. per client
- $5.72M
Total
- Clients
- 130
- Regulatory AUM
- $162M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Freedom Family Office is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Family Office Services
- Family office services carry an agreed fixed fee starting at $15,000, rising with complexity; work beyond the agreement is billed at $500 an hour.
The Freedom Legacy Trust (Irrevocable) owns 75% or more of Freedom Family Office. The leadership team of Freedom Family Office includes Chief Compliance Officer Ronald Rosenfarb. It has 10 employees, 5 of them in advisory roles.
Staff
- 10 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- Owns 75% or more of Freedom Family Office, LLC
The Freedom Legacy Trust (Irrevocable)
Control person · since July 2020
Ronald Rosenfarb
Trustee · Control person · since July 2020
Intermountain Fiduciary Services Inc.
Trustee · Control person · since July 2020
Freedom Family Office’s regulatory assets grew 2.6× from $63M (July 2021) to $162M (April 2026); clients rose from 15 to 130 and employees from 5 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $162M | 130 | 10 | 4 |
| Jul 2025July 2025 | $143M | 100 | 13 | 5 |
| Mar 2024March 2024 | $140M | 95 | 13 | 6 |
| Mar 2023March 2023 | $113M | 73 | 13 | 6 |
| Mar 2022March 2022 | $111M | 49 | 5 | 1 |
| Jul 2021July 2021 | $63M | 15 | 5 | 2 |
Besides its headquarters, Freedom Family Office has 3 offices (3 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Freedom Family Office, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 855-540-0400
- @freedom-family-office
- SEC file
- 801-119576
- Structure
- Florida LLC
- Fiscal year end
- December
Freedom Family Office’s named custodian for separately managed accounts is LPL Financial ($162M). Freedom Family Office does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $162M100%
At year end, Freedom Family Office’s separately managed accounts were mostly in funds (61%) and stocks (36%).
What the accounts hold
- Stocks36%
- Exchange-traded equities35%
- Non-exchange-traded equities1%
- Funds61%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
How many clients does Freedom Family Office have?
Freedom Family Office has 130 clients and manages $162 million for them, as of April 2026. They include 72 individual clients, 44 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Freedom Family Office offer?
Freedom Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Freedom Family Office use?
Freedom Family Office’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $162M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Freedom Family Office have?
Freedom Family Office has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Freedom Family Office invest in?
At the end of its last fiscal year, Freedom Family Office’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 1% non-exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Freedom Family Office?
Freedom Family Office’s direct owner is the Freedom Legacy Trust (Irrevocable) (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Freedom Family Office get paid?
Freedom Family Office is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Freedom Family Office?
Its phone number is 855-540-0400.