CRD: 126052
Freedom Investment Management, Inc.
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Pioneer oakOak meridian +more
- Established Date
- 05-13-2003
- Office Locations
- 5
Office Locations
About Freedom Investment Management, Inc.
Freedom Advisors (Freedom Investment Management) provides a turnkey asset management platform for advisors that stays in the background with white-labeled portals and branded marketing materials. The platform connects firms to investment partners and lets them choose custodians (including Schwab), backed by dedicated service and marketing teams that can reduce in-house ops needs. They also support advisors adding group retirement plan services for business owners and executives.
Team overview
Insights
Asset Classes
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN MARK DAIGNAULT
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
JOHN ARTHUR O'CONNOR
Chief Compliance Officer, President
- CRD
- #1070038
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRIAN EDWARD HAWLEY
Investment Advisor
- CRD
- #3105682
SCOTT KEVIN HAWLEY
Investment Advisor, President
- CRD
- #6623466
Momentum pioneer
Wave prime peak
- CRD
- #38639
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $568,650,228 | $614,757 |
| Non-Discretionary | $0 | -- |
| Total | $568,650,228 | $614,757 |
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Separately Managed Accounts
Total SMA Asset: $568,650,228
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $950,914,084 | 33.8% |
| Cash | $607,684,740 | 21.6% |
| Equity - Exchange | $1,254,756,453 | 44.6% |
| Total | $2,813,355,277 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER PRIME RADIAL | FRONTIER CAPITAL | 57IHYRWJM | PJEXN | 1.99% | $3,397,059 |
| VITAL VERTEX | UNISON HORIZON | 2NXO1JFG0 | SSN | 4.63% | $93,430,644 |
| HORIZON VALUE EMBER | OAK GLACIER | JGBPVOWMB | EVPNV | 6.44% | $49,159,204 |
| DELTA TIMBER | CAPITAL PATHWAY | N66UB6EQ8 | NIS | 7.62% | $5,970,942 |
| FOUNDATION INSIGHT QUANTUM | MATRIX BEACON | P2BDNQDU4 | UBHF | 7.97% | $21,258,125 |
| ATLAS HARBOR | GLACIER OAK | Y8ZVM3LHO | WNVAK | 2.57% | $43,764,925 |
| MERIDIAN FOCUS SUMMIT | EAGLE CAPITAL | KNB899JQN | FOU | 4.83% | $16,060,484 |
| VECTOR UNISON | CATALYST EAGLE | 9YKZTIO8P | YITQK | 11.08% | $4,071,396 |