True Freedom Investing, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 6,652
- Avg AUM / client
- $234K
- Accounts
- 6,652
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6,440 | $1.1B | 73.1% |
| High net worth individuals | 212 | $419M | 26.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Walter Pinkerton | Member | CFP | Sep 1996 (30y) | ≈ 25% – 56.25% via Pinkerton Investments, Inc. |
| Pinkerton, Kathryn, Elaine | Member | Sep 1996 (30y) | ≈ 25% – 56.25% via Pinkerton Investments, Inc. | |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Jul 2022 (4y) | Less than 5% | |
| Weisner, Adam, Allen | Ceo | Sep 2023 (3y) | Less than 5% | |
| Ronald Lee Glendening | Registered representative | CFP | Oct 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pinkerton Investments, Inc. | Member | Jul 2022 | A | 50% – 75% |
| Pinkerton Family Heritage Limited Partnership | Member | Jul 2022 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Daniel Walter Pinkerton: 50% – 75% of Pinkerton Investments, Inc. × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Pinkerton, Kathryn, Elaine: 50% – 75% of Pinkerton Investments, Inc. × 50% – 75% direct ≈ 25% – 56.25% 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) | 06/11/2026 | 974 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
- • Other fees
- • MODEL PROVIDER SUBSCRIPTION FEES
Services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Market timing services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗