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US FREEDOM CAPITAL ADVISORS LLC

Advisory

RICHARDSON, TX

Data as of Apr 25, 2026 · Source: SEC Form ADV

Rank in TX

#2,744

of 2,813 advisers by AUM

Average account

$20K

across 16 accounts

AUM per adviser

$325K

1 advisers

Source: SEC Form ADV. Figures as filed Apr 25, 2026.

Total AUM

$325K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$325K

Discretionary AUM$271K

Non-Discretionary AUM$54K

Discretionary %83.3%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

16 clients

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

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Advisers of similar size in TX

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

RICHARDS FINANCIAL PLANNING, LLC

HOUSTON, TX

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CONNOLLY, SHAWN, LAWRENCE

$316K

DONALD WINSTON TRAYLOR

$334K

BONN II, CARL FRED

$335K

SAWYER, RYAN ALEXANDER

COLLEYVILLE, TX

$337K

MDO FINANCIAL PLANNING, LLC

$312K

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