UF
Us Freedom Capital Advisors Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 283481
· Richardson, TX
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ADV data as of Apr 25, 2026
- Regulatory AUM
- $325K
- Discretionary
- $271K
- Clients
- 16
- Avg AUM / client
- $20.3K
- Accounts
- 16
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $54.2K | 16.7% |
| Other | 12 | $271K | 83.3% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Eric Gunderson | Registered representative | May 2017 (9y) |
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) | 04/25/2026 | 2.48 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Morgan Stanley $270K (83% of AUM) Apr 2026
- Prosperity Bank $56.7K (17% of AUM) Apr 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: Apr 25, 2026.
View current Form ADV (SEC/IAPD) ↗