Financial Freedom Capital Management

Overview

Financial Freedom Capital Management operates as a limited liability partnership that provides portfolio management services to individuals, families and small institutions. The firm charges fees as a percentage of assets under management and combines advisory work with broker-dealer related activities and real estate brokerage. Its client mix includes both individual & family and institutional relationships. The firm reports a clear tilt toward equities as its preferred liquid asset class and does not identify as an active ESG investor. Services are oriented toward hands-on portfolio management rather than large-scale institutional consulting; the firm is not registered as a multi-state adviser. Investment activity centers on discretionary and non-discretionary management of liquid securities with a material allocation to exchange-traded equities. In addition to brokerage and advisory work, the firm sources alternative exposure through third-party managers in real estate and commodities. That combination suggests a hybrid model: core equity portfolios for liquidity and benchmarking, supplemented by externally managed alternative allocations and real estate-related positions executed through the firm’s broker-dealer and real estate capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices