{"url":"https://nivawealth.com/firms/freedom-value-partners-330875","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/330875","regulatoryAum":119149107,"crd":"330875","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"866933","suffix":null,"lastName":"HOHENSTEIN","firstName":"VICKI","middleName":"LUANNE"},{"crd":"5995173","suffix":null,"lastName":"MCCLAIN","firstName":"BILLIE","middleName":"L"}],"total":2,"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"},"secFileNumber":"801-136711","legalName":"Freedom Value Partners, LLC","displayName":"Freedom Value Partners","slug":"freedom-value-partners-330875","website":"https://freedomvaluepartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056101","versionId":1056101,"submittedOn":"2026-08-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":119149107}],"custodyNote":"Freedom Value Partners has custody of $13M in client assets for 27 clients.","otherCustodians":[],"leadership":[{"name":"Billie McClain","title":"Founder and Managing Member/Chief Compliance Officer","crd":"5995173"},{"name":"Vicki Hohenstein","title":"Founder and Managing Member","crd":"866933"}],"ownership":[{"label":"Billie McClain","detail":"Founder and managing member/chief compliance officer in the 50% to 75% ownership band and a control person, since April 2024."},{"label":"Vicki Hohenstein","detail":"Founder and managing member in the 50% to 75% ownership band and a control person, since May 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"913-558-2054","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Other"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":65},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":5},{"label":"U.S. state and local bonds","percent":7},{"label":"Investment grade corporate bonds","percent":8},{"label":"Securities issued by registered investment companies or business development companies","percent":12},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"26 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/330875/PDF/330875.pdf","brochureDate":"26 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056101","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 Value Partners have?","answer":"Freedom Value Partners has 42 clients and manages $119 million for them, as of August 2026. They include 22 high-net-worth individuals and 20 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Freedom Value Partners offer?","answer":"Freedom Value Partners provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Freedom Value Partners charge?","answer":"Freedom Value Partners charges 0.30%–1.00% a year for its Asset management and advisement services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ADV2A & 2B, filed 26 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Freedom Value Partners use?","answer":"Freedom Value Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $119M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Freedom Value Partners have?","answer":"Freedom Value Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Value Partners invest in?","answer":"At the end of its last fiscal year, Freedom Value Partners’ separately managed accounts held 65% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 8% investment grade corporate bonds, 7% state and local bonds, 5% U.S. government and agency bonds, 2% cash and equivalents and 1% non-exchange-traded equities.","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 Value Partners?","answer":"Freedom Value Partners’ direct owners are Billie McClain (50% to 75%) and Vicki Hohenstein (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Freedom Value Partners get paid?","answer":"Freedom Value Partners is paid through a percentage of assets under management 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 Value Partners?","answer":"Its phone number is 913-558-2054. Its website is freedomvaluepartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 26 August 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."}