CRD: 138256
Freedom Capital Management, Inc.
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-14-2006
- Office Locations
- 1
Office Locations
About Freedom Capital Management, Inc.
Freedom Capital Management, Inc. provides portfolio management built around a top-down Relative Strength Portfolio Strategy that rotates into market-leading areas and adjusts holdings when leadership changes. The firm implements portfolios using ETFs and mutual funds, along with stocks/options and fixed income, and supports retirement planning needs (IRAs, 401(k)s and rollovers). It is a FINRA/SIPC member and reports custody relationships including 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 1 advisory representatives and 45 clients, or 45 clients per representative. That equates to $266.7K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on June 22, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Freedom Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GUY EDMUND WOOLLEY
Broker, Chief Compliance Officer, PRINCIPAL
- CRD
- #4327534
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Freedom Capital Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.