RIA Intel›Advisers›West Virginia›FREEDOM FINANCIAL ADVISORS, LLC

FREEDOM FINANCIAL ADVISORS, LLC

Advisory

SOUTH CHARLESTON, WV

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account

$302K

across 43 accounts

AUM per adviser

$4M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$13M

Discretionary AUM$0

Non-Discretionary AUM$13M

Discretionary %0%

Total Clients43

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WV

Closest by assets under management. All figures from Form ADV.

ARTHUR, JOHN ERIC

$15M

STONE CAPITAL MANAGEMENT, INC.

$18M

APPALACHIAN ASSET MANAGEMENT

$25M

RETIREMENT PLANNING CONSULTANTS INC

SOUTH CHARLESTON, WV

$27M

JACOBS & COMPANY

$29M

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