CRD: 317335
American Freedom Investments, LLC
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- Custodian
- Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-14-2021
- Office Locations
- 1
Office Locations
About American Freedom Investments, LLC
American Freedom Investments is a retail RIA providing financial planning, portfolio construction, tax-aware positioning, and estate planning. The firm emphasizes benchmark-aware equity investing—using the S&P 500 as a baseline—aiming to deliver above-average long-term portfolio outcomes while meeting clients’ annual income needs. Reported custody includes Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 73 clients, or 73 clients per representative. That equates to $192.5K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full American Freedom Investments, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Stacey Robert Alan
Managing Member
- CRD
- #7043620
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,054,267 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,054,267 | -- |
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Separately Managed Accounts
SMA allocation detail is available
American Freedom Investments, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.