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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-14-2021
- Office Locations
- 1
Office Locations
About Freedom Capital Management
Freedom Capital Management is a Virginia-based RIA focused on airline pilots and other professionals planning for retirement. The firm provides financial planning around retirement income (without annuities), tax reduction, and portfolio construction, paired with investment management through GeoWealth and Schwab custody. It uses the Income Conductor tool to stress-test retirement sustainability, taxes, and portfolio fit.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on April 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Freedom Capital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EDWARD NEWTON SCHWEITZER Jr.
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5009314
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,270,315 | -- |
| Total | $13,270,315 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Freedom Capital Management has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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