CRD: 108245
Financial Alternatives, Inc.
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- Custodian
- Charles Schwab & Company · Equity Trust · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum harbor
- Established Date
- 08-25-2000
- Office Locations
- 2
Office Locations
About Financial Alternatives, Inc.
Financial Alternatives is a La Jolla, CA fee-only RIA providing wealth management for successful families and professionals. The firm delivers integrated planning (tax, estate, insurance) alongside portfolio construction using mutual funds and ETFs, and may incorporate alternatives such as real estate or private placements. Independent, commission-free advice backed by 30+ years of client service; custody relationships include Schwab.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES ALAN FREEMAN
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1397759
- Ownership
- 50% but less than 75%
CHRISTOPHER EDWARD JACCARD
Associate, CHIEF OPERATING OFFICER
- CRD
- #4381151
- Ownership
- 25% but less than 50%
Atlas atlas
Bridge unison peak
- CRD
- #72394
- Ownership
- 3.5%
Showing 2 of 4 owners & executives
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Connor Andrew MacKenzie
--
- CRD
- #8188090
DAMON ANTHONY ROBERTSON
--
- CRD
- #6690782
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $607,444,178 | $493,857 |
| Non-Discretionary | $7,340,021 | $262,144 |
| Total | $614,784,199 | $488,700 |
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Separately Managed Accounts
Total SMA Asset: $614,784,199
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $189,139,232 | 7.1% |
| Private Funds | $319,671,942 | 12.0% |
| Cash | $863,114,243 | 32.4% |
| Equity - Exchange | $737,909,399 | 27.7% |
| U.S. Government/Agency | $554,098,032 | 20.8% |
| Total | $2,663,932,848 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT DELTA | BEACON UNISON | GECSFI2RW | ZSKZ | 5.16% | $49,267,850 |
| UNISON BEACON MOMENTUM | FUSION CAPITAL | 0WIPXROI6 | RJMVJ | 7.05% | $102,129,752 |
| SUMMIT FOCUS ALPHA | ALPHA OAK | NSO13FK19 | TAU | 3.30% | $109,626,682 |
| GLACIER FUSION ALPHA | ELEMENT MERIDIAN | 4NNYOJCFX | PWB | 7.41% | $19,539,604 |
| GLACIER EMBER | INSIGHT SIGNAL | ED8097C1E | UPN | 4.17% | $3,669,068 |
| CATALYST LEGACY OAK | RIDGE UNISON | 05CIHUPNX | DDZP | 11.36% | $45,784,115 |
| SUMMIT PIONEER HARBOR | PRIME SUMMIT | TAKJ5ZG4A | NHY | 2.88% | $32,841,863 |
| QUANTUM NORTH | SIGNAL CATALYST | GT0QX8836 | MIY | 6.98% | $42,390,307 |