Freedom Capital Advisors Inc
Firm details
- Headquarters
- ,
- CRD number
- 161355
- Website
- freedomcapitaladvisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.89%
- Individuals11.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Freedom Capital Advisors Inc. is an independent, individually owned registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and also engages in other financial product sales. It identifies its primary client base as individual and family investors, does not position itself as a capital allocator to external alternative managers, and does not self-identify as an active ESG investor or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Investment Grade Corp Bonds50%
Owners & executives
1 of 1Ronald Mccoy
President, CEOCRD 1620066
Contacts
2 of 2
Dave Mccoy
Investment Advisor RepresentativeCRD 1386650

Logan McCoy
Director of OperationsCRD 8207888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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