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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Zenith atlas
- Established Date
- 05-15-2012
- Office Locations
- 3
Office Locations
About Freedom Capital Advisors INC
Freedom Capital Advisors is a family-owned, independent Florida-based RIA serving clients nationwide. The firm provides fiduciary financial planning and ongoing portfolio management for high-net-worth families and business owners, building customized portfolios oriented to value, income, tax efficiency, and risk-managed growth rather than product sales. Led by founder Ron McCoy, a four-decade market veteran and registered options principal, the team shares a monthly client newsletter; portfolios are custodied at Interactive Brokers.
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Client Personas
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Investment Themes
Services
Technology
Owner & Executives
RONALD LEE MCCOY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1620066
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVE MYRON MCCOY
--
- CRD
- #1386650
Logan Aaron McCoy
--
- CRD
- #8207888
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $3,978,439,215 | 51.3% |
| Equity - Exchange | $3,776,802,919 | 48.7% |
| Total | $7,755,242,134 | 100.0% |