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- Custodian
- Apex
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-27-2023
- Office Locations
- 4
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.
Team overview
Insights
Asset Classes
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Technology
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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Hayley Frances Worth Curtis
--
- CRD
- #6873917
JOHN SPENCER MORTON
--
- CRD
- #7987610
Showing 2 of 6 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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