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- Custodian
- Apex
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-27-2023
- Office Locations
- 5
Office Locations
About Frec
Frec is a San Francisco-based advisor platform offering low-fee direct indexing designed to deliver passive market exposure with potential tax savings. Offerings include classic and long/short direct indexing plus a Diversify program to transition concentrated stock positions into a diversified index over time with minimal tax impact, including tax-efficient conversion of transferred holdings. Reported retail and institutional channel; custodied via Apex Clearing.
Reported data analysis
What the numbers show
Between December 8, 2025 and June 11, 2026, reported AUM increased 375.8%, from $119.2M to $567.2M.
Across 3 reported observations, AUM increased 6647.8% between October 7, 2024 and June 11, 2026, from $8.4M to $567.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 3,577 clients, or 3,577 clients per representative. That equates to $158.6K in reported AUM per client.
The profile lists 5 reported office locations and 3 years in operation. The source data was last updated on July 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Frec record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Ashley Elizabeth Rodabaugh
Chief Compliance Officer, President
- CRD
- #6711251
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Wahidah Aziz
--
- CRD
- #7831520
Hayley Frances Worth Curtis
Customer Success Lead
- CRD
- #6873917
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $567,226,248 | $309,960 |
| Non-Discretionary | $0 | -- |
| Total | $567,226,248 | $309,960 |
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Separately Managed Accounts
SMA allocation detail is available
Frec has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Frec's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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