Freedom Family Office, Llc
- Regulatory AUM
- $162M
- Discretionary
- $162M
- Clients
- 130
- Avg AUM / client
- $1.2M
- Accounts
- 216
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 72 | $18.8M | 11.6% |
| High net worth individuals | 44 | $95.2M | 58.7% |
| Pension and profit sharing plans | 6 | $838K | 0.52% |
| Charitable organizations | Fewer than 5 clients | $1.5M | 0.93% |
| Corporations and other businesses | 8 | $45.8M | 28.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Freedom Opportunity Fund, Llc | Real Estate Fund | Wyoming | $4.9M | 5 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rosenfarb, Ronald, Gabriel | Trustee | Jul 2020 (6y) | Less than 5% | |
| Jenna Kozodoy | Registered representative | Jul 2021 (5y) | ||
| Peter Farnum Culver | Registered representative | Oct 2021 (5y) | ||
| Stacy Lynn Culotta | Registered representative | CFP | Aug 2025 (1y) | |
| Anthony Joseph Culotta | Registered representative | CFP | Mar 2026 (0y) | |
| Kyle Ashton Andrew Cain | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Freedom Legacy Trust (Irrevocable) | Managing Member | Jul 2020 | A | 75% or more |
| Intermountain Fiduciary Services Inc. | Trustee | Jul 2020 | B | GP / trustee / elected manager of The Freedom Legacy Trust (Irrevocable) (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (1, $4.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Freedom Opportunity Fund, Llc | Real Estate Fund | $4.9M | $50.0K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • THIRD PARTY ADVISER REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- LPL Financial $162M (100% of AUM) Apr 2026
- Merrill Lynch $11.6M (8% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗