Freedom Day Solutions, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 138962
· SEC file 801-66190
· Houston, TX
· WWW.FACEBOOK.COM
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ADV data as of Jun 01, 2026
- Regulatory AUM
- $615M
- Discretionary
- $530M
- Clients
- 421
- Avg AUM / client
- $1.5M
- Accounts
- 1,324
- Employees
- 8
AUM over time
$149M
$615M
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 251 | $77.9M | 12.7% |
| High net worth individuals | 170 | $537M | 87.3% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Blaise Catalano | Managing Member | Mar 2006 (20y) | 50% – 75% | |
| Ryan Jason Krueger | Managing Member | Mar 2006 (20y) | 50% – 75% | |
| Win, Kyi Kyi | Chief Compliance Officer | Oct 2015 (11y) | Less than 5% | |
| Blaine Jackson Wood | Registered representative | Mar 2021 (5y) | ||
| William Anthony Kopp | Registered representative | Oct 2024 (2y) | ||
| Courtney Elizabeth Ranstrom | Registered representative | CFP | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 972 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Distributors Company Llc $615M (100% of AUM) Jun 2026
- Fidelity Investments Institutional Services Company, Inc. $235M (100% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗