RIA Intel›Advisers›North Carolina›FREITAG FINANCIAL GROUP, LLC

FREITAG FINANCIAL GROUP, LLC

Advisory

CHARLOTTE, NC

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

Rank in NC

#504

of 516 advisers by AUM

Average account

$320K

across 171 accounts

AUM per adviser

$55M

1 advisers

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

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$0

Non-Discretionary AUM$55M

Discretionary %0%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

42 clients

16 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

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

OCEAN ADVISORS, LLC

$55M

SEAMOUNT INVESTMENTS LLC

CHAPEL HILL, NC

$55M

STONEGATE WEALTH MANAGEMENT, LLC

$54M

TAYLOR FINANCIAL, LLC

$55M

PISCES FINANCIAL ADVISORS, LLC

$56M

FOGEL INVESTMENT ADVISORY GROUP, INC.

$54M

Get the full picture on FREITAG FINANCIAL GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FREITAG FINANCIAL GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans