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FREEDOM MOUNTAIN INVESTMENTS LLC

Advisory

Data as of Jan 19, 2026 · Source: SEC Form ADV

Average account

$1M

across 10 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$9M

Non-Discretionary AUM$2M

Discretionary %80.1%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

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

5 clients

5 high-net-worth

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

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Advisers of similar size in DE

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

GAINES CAPITAL, LLC

$12M

SOUTH POINTE ADVISORS LLC

$12M

INDIGO ASSET MANAGEMENT, INC.

$11M

GEMSTONE WEALTH MANAGEMENT, LLC

$11M

GRAY INVESTMENT MANAGEMENT LLC

$12M

-18.8% 1Y

ALSTON CAPITAL MANAGEMENT LLC

$12M

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