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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
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 3 advisory representatives and 137 clients, or 45.7 clients per representative. That equates to $328.5K in reported AUM per client.
The profile lists 3 reported office locations and 14 years in operation. The source data was last updated on May 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Services
- Technology
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The full Freedom Capital Advisors INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RONALD LEE MCCOY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1620066
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
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
SMA allocation detail is available
Freedom Capital Advisors INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.