RIA Intel›Advisers›North Carolina›FREEMAN CAPITAL ADVISORS, LLC

FREEMAN CAPITAL ADVISORS, LLC

Advisory

N·CHARLOTTE, NC

Data as of Mar 22, 2023 · Source: SEC Form ADV

Total AUM
$5M
1-Year AUM Growth
-21.2%
3-Year CAGR
0.0%
Employees
5
Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingFeb 12, 2019
Latest FilingMar 22, 2023
🔒 Full AUM trend chart and 21 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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