CRD: 138962
Freedom DAY Solutions, LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-27-2006
- Office Locations
- 4
Office Locations
About Freedom DAY Solutions, LLC
Freedom Day Solutions is an independent RIA providing financial planning, in-house portfolio research and active management, and ongoing advice for families and business owners nationwide. Their planning centers on a proprietary “Freedom Day” target—when income streams exceed expenses—often delivered as a one-page plan. Portfolios commonly incorporate ETFs and municipal bonds, with custody support including Fidelity/NFS and Altruist.
Reported data analysis
What the numbers show
Between March 26, 2025 and June 1, 2026, reported AUM increased 8.1%, from $569.0M to $615.3M.
Across 5 reported observations, AUM increased 67.9% between December 1, 2022 and June 1, 2026, from $366.5M to $615.3M.
Of the latest reported AUM, 86.2% is discretionary and 13.8% is non-discretionary.
The firm reports 4 advisory representatives and 421 clients, or 105.3 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 4 reported office locations and 20 years in operation. The source data was last updated on June 1, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Freedom DAY Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL BLAISE CATALANO
Chief Operating Officer, Managing Member
- CRD
- #2029351
- Ownership
- 50% but less than 75%
RYAN JASON KRUEGER
Chief Operating Officer, Managing Member
- CRD
- #2158394
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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WILLIAM ANTHONY KOPP
Financial Advisor, Managing Director, Private Client Group, Wealth Manager
- CRD
- #2447288
COURTNEY ELIZABETH RANSTROM
Chief Financial Officer & Director of Financial Planning
- CRD
- #5648835
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $530,474,324 | $550,856 |
| Non-Discretionary | $84,824,049 | $234,970 |
| Total | $615,298,373 | $464,727 |
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Separately Managed Accounts
SMA allocation detail is available
Freedom DAY Solutions, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Freedom DAY Solutions, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.