CRD: 145711
Freestone Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- BMO Harris · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-25-2008
- Office Locations
- 6
Office Locations
About Freestone Capital Management, LLC
Freestone Capital Management is a 100% employee-owned, integrated wealth services firm providing wealth management, financial planning, and tailored investment strategies. The team emphasizes transparent communication and end-to-end technology to streamline the client experience. Serves retail and institutional clients, with SMA portfolio construction that leans heavily on ETFs.
Reported data analysis
What the numbers show
Between October 28, 2025 and June 29, 2026, reported AUM increased 26.5%, from $11.5B to $14.5B.
Across 5 reported observations, AUM increased 62.8% between November 18, 2022 and June 29, 2026, from $8.9B to $14.5B.
Of the latest reported AUM, 68.6% is discretionary and 31.4% is non-discretionary.
The firm reports 46 advisory representatives and 2,994 clients, or 65.1 clients per representative. That equates to $4.9M in reported AUM per client.
The profile lists 6 reported office locations and 18 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Freestone Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GEORGE PERCY CHANG
General Counsel, Managing Director
- CRD
- --
- Ownership
- Less than 5%
GARY ISAAC FURUKAWA
Chief Investment Officer, Manager, Senior Partner
- CRD
- #1094815
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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MATTHEW RYAN ABRAMS
Client Advisor
- CRD
- #6567402
MICHAEL LEE ALLARD
Client Advisor
- CRD
- #2461271
Showing 2 of 67 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,968,894,538 | $3,564,138 |
| Non-Discretionary | $4,571,931,124 | $2,694,126 |
| Total | $14,540,825,662 | $3,235,609 |
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Separately Managed Accounts
SMA allocation detail is available
Freestone Capital Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Freestone Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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