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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
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Owner & Executives
EDWARD NEWTON SCHWEITZER Jr.
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5009314
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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