CRD: 283512
Lifestyle Freedom Advisory Group, LLC
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- Custodian
- American Funds · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-26-2016
- Office Locations
- 3
Office Locations
About Lifestyle Freedom Advisory Group, LLC
Lifestyle Freedom Advisory Group is a fiduciary RIA delivering wealth management through a virtual family office, combining a proprietary lifestyle management model, family office services, and on-demand specialists. The firm focuses on individuals and business owners with strategic business planning and proactive tax planning via CPA partners, and builds portfolios using ETFs and mutual funds with active, allocation-driven positioning; operates on Black Diamond and custody includes Schwab.
Reported data analysis
What the numbers show
Between July 25, 2025 and March 12, 2026, reported AUM increased 24.9%, from $125.6M to $156.8M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 5 advisory representatives and 191 clients, or 38.2 clients per representative. That equates to $821.1K in reported AUM per client.
The profile lists 3 reported office locations and 10 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
TIMOTHY HOCKENHULL DALEY
Chief Operations Officer, Director Of Operations
- CRD
- #6057426
- Ownership
- Less than 5%
JOHN RUSSELL DALEY MR.
Chief Compliance Officer, Partner
- CRD
- #1066953
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JEFFREY MILES COOPER
--
- CRD
- #6366670
Kevin Hockenhull Daley
Operations Associate
- CRD
- #7154371
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,711,937 | $429,348 |
| Non-Discretionary | $113,054 | $113,054 |
| Total | $156,824,991 | $428,484 |
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Separately Managed Accounts
SMA allocation detail is available
Lifestyle Freedom Advisory Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.