{"url":"https://nivawealth.com/firms/freedom-family-office-310275","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/310275","regulatoryAum":162140871,"crd":"310275","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5447591","suffix":null,"lastName":"CAIN","firstName":"KYLE","middleName":"ASHTON ANDREW"},{"crd":"2550533","suffix":null,"lastName":"CULOTTA","firstName":"ANTHONY","middleName":"JOSEPH"},{"crd":"4553639","suffix":null,"lastName":"CULOTTA","firstName":"STACY","middleName":"LYNN"},{"crd":"4701690","suffix":null,"lastName":"CULVER","firstName":"PETER","middleName":"FARNUM"},{"crd":"7250628","suffix":null,"lastName":"KOZODOY","firstName":"JENNA","middleName":null}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-22","regulatoryAum":62995301,"clients":15,"employees":5,"offices":2},{"filedOn":"2022-03-24","regulatoryAum":110722483,"clients":49,"employees":5,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":113139885,"clients":73,"employees":13,"offices":6},{"filedOn":"2024-03-28","regulatoryAum":140000972,"clients":95,"employees":13,"offices":6},{"filedOn":"2025-07-03","regulatoryAum":143471000,"clients":100,"employees":13,"offices":5},{"filedOn":"2026-04-30","regulatoryAum":162140871,"clients":130,"employees":10,"offices":4}],"secFileNumber":"801-119576","legalName":"Freedom Family Office, LLC","displayName":"Freedom Family Office","slug":"freedom-family-office-310275","website":null,"logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/310275/c46f23dfd0af2e96-r1.webp","tone":"light","width":716,"height":200,"sourceUrl":"https://freedomfamilyoffice.com/","sourceLabel":"Freedom Family Office, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/freedom-family-office","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"2 October 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":982741.4137931034,"staff":{"employees":10,"advisory":5,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":162140871,"discretionary":162140871,"discretionaryAccounts":216,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":72,"regulatoryAum":18802202},{"label":"High-net-worth individuals","clients":44,"regulatoryAum":95195802},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":837941},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":1512662},{"label":"Corporations and other businesses","clients":8,"regulatoryAum":45792264}],"feePrograms":[{"role":"other","program":"Family Office Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043639","versionId":1043639,"submittedOn":"2026-04-30","documentName":"FREEDOM FAMILY OFFICE, LLC FORM ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:41:48.021854+00:00","documents":[{"name":"FREEDOM FAMILY OFFICE, LLC FORM ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043639","versionId":1043639,"submittedOn":"2026-04-30"}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":162140871}],"custodyNote":"Freedom Family Office does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ronald Rosenfarb","title":"Chief Compliance Officer","crd":"7287866"}],"ownership":[{"label":"The Freedom Legacy Trust (Irrevocable)","detail":"Managing member in the 75% or more ownership band and a control person, since July 2020."},{"label":"Ronald Rosenfarb","detail":"Indirect owner: trustee of The Freedom Legacy Trust (Irrevocable) and a control person, since July 2020.","parent":"The Freedom Legacy Trust (Irrevocable)"},{"label":"Intermountain Fiduciary Services Inc.","detail":"Indirect owner: trustee of The Freedom Legacy Trust (Irrevocable) and a control person, since July 2020.","parent":"The Freedom Legacy Trust (Irrevocable)"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":3},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"855-540-0400","stateRegisteredReps":5,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":35},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":61},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"30 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/310275/PDF/310275.pdf","brochureDate":"30 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043639","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Freedom Family Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Freedom Family Office offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Freedom Family Office use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Freedom Family Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Freedom Family Office invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Freedom Family Office?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Freedom Family Office get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Freedom Family Office?","answer":"Its phone number is 855-540-0400.","source":"Form ADV Part 1A, Item 1.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}