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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Bridge north
- Established Date
- 01-30-2006
- Office Locations
- 4
Office Locations
About Freegulliver, LLC
FreeGulliver, LLC is a New Orleans-based RIA serving retail and institutional clients with a mindful, long-term approach built for multigenerational relationships. The firm delivers wealth planning (financial, tax, estate, insurance and business-succession) and portfolio construction across ETFs, public markets and select alternatives (private credit/equity, hedge funds, real estate). Operates on Black Diamond and custodies with Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FRANK FRIEDLER III
Advisor, Chief Executive Officer, Managing Member
- CRD
- #1487255
- Ownership
- 25% but less than 50%
MICHAEL ALLEN KIRSCHMAN
Co-Owner, Investment Adviser Representative, Senior Partner
- CRD
- #6184634
- Ownership
- 25% but less than 50%
Zenith harbor
Radial wave oak
- CRD
- #76165
- Ownership
- 14.5%
Showing 2 of 4 owners & executives
Unlock allContacts
JOHN WALTON BARTON III
--
- CRD
- #3245036
ANDREW TROY HANSEL
Director
- CRD
- #2383949
Capital ridge
Focus legacy
- CRD
- #22523
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $549,171,780 | $1,196,453 |
| Non-Discretionary | $287,412,575 | $2,299,301 |
| Total | $836,584,355 | $1,432,507 |
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Separately Managed Accounts
Total SMA Asset: $569,005,604
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $467,226,918 | 10.4% |
| Public Funds | $781,706,574 | 17.4% |
| Equity - OTC | $867,065,338 | 19.3% |
| Cash | $557,078,248 | 12.4% |
| Municipal Bonds | $507,660,017 | 11.3% |
| Private Funds | $705,332,943 | 15.7% |
| U.S. Government/Agency | $606,496,480 | 13.5% |
| Total | $4,492,566,518 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION WAVE ELEMENT | FUSION QUANTUM | H6N1M3G6Z | MME | 7.13% | $32,264,404 |
| OPTIMA BEACON | FOUNDATION EAGLE | LRGBTK1QR | NRH | 4.29% | $115,913,989 |
| ELEMENT TIMBER | RADIAL OPTIMA | B3PHFFFW1 | KABYO | 3.81% | $45,047,706 |
| TIMBER FOUNDATION BRIDGE | VERTEX BEACON | 89S8FATQ0 | WOUFP | 4.42% | $80,828,690 |
| VECTOR OPTIMA | OPTIMA ALPHA | RWLAOWGAM | CZWDX | 2.86% | $49,638,942 |
| FUSION SUMMIT MERIDIAN | FOUNDATION MERIDIAN | G002DOMCA | YBH | 2.61% | $106,612,321 |
| OPTIMA CATALYST | QUANTUM BEACON | WMJLWZYK1 | GOI | 8.22% | $35,494,038 |
| RIDGE FUSION | PATHWAY ELEMENT | XWT6TZP7B | AQA | 6.76% | $13,288,955 |