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They include 161 individual clients and 83 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Freestate Advisors offer?","answer":"Freestate Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","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 Freestate Advisors use?","answer":"Freestate Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $164M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Freestate Advisors have?","answer":"Freestate Advisors has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Freestate Advisors invest in?","answer":"At the end of its last fiscal year, Freestate Advisors’ separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 5% 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 Freestate Advisors?","answer":"Freestate Advisors’ direct owners are Melinda Parks (50% to 75%) and Nathan Haskins (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 5 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Freestate Advisors get paid?","answer":"Freestate Advisors is paid through a percentage of assets under management. 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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."}