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- Custodian
- Bank OF America · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-13-2019
- Office Locations
- 1
Office Locations
About Freedom Found Financial
Freedom Found Financial is a flat-fee, transparent RIA providing comprehensive financial planning and investment management for individuals, families, and entrepreneurs. Portfolios emphasize public funds including mutual funds and ETFs, alongside fixed income (U.S. government/agency and municipal bonds) with a risk-management lens. Custody relationships include Merrill Lynch and Fidelity/NFS.
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 39 clients, or 39 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on February 19, 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
- Investment Vehicles
- Platform
- Services
- Technology
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The full Freedom Found Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN MICHAEL KAMPSCHMIDT
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6690995
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,960,280 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,960,280 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Freedom Found Financial has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.