Freedom Advisory, Llc
- Regulatory AUM
- $881M
- Discretionary
- $881M
- Clients
- 528
- Avg AUM / client
- $1.7M
- Accounts
- 938
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 257 | $81.0M | 9.2% |
| High net worth individuals | 166 | $705M | 80.1% |
| Pension and profit sharing plans | 83 | $47.9M | 5.44% |
| Charitable organizations | 5 | $4.4M | 0.5% |
| Corporations and other businesses | 9 | $42.2M | 4.8% |
| Other | 8 | $0 | — |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eduardo Jose Ramos | Managing Member And Managing Director | Aug 2008 (18y) | ≈ 56.25% – 100% via Brion Llc | |
| Guevara, Adriana, Patricia Coffey | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Giancarlo Diaz Munio Mendez | Registered representative | CFP | Mar 2014 (12y) | |
| Roberto Luis Rivera Vazquez | Registered representative | CFP | Apr 2017 (9y) | |
| Karlamary Aleman Aponte | Registered representative | Personal Financial Specialist | Jun 2017 (9y) | |
| Eduardo Andres Ramos Perez | Registered representative | Nov 2024 (2y) | ||
| Ricardo Jose Ramos Perez | Registered representative | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brion Llc | Direct Owner | Jan 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Eduardo Jose Ramos: 75% – 100% of Brion Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 02/09/2026 | 966 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $755M (86% of AUM) Feb 2026
- Pershing $103M (12% of AUM) Feb 2026
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: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗