FREEDOM DAY SOLUTIONS, LLC

RIASEC RegisteredEst. 2006
Total AUM
$615M
Discretionary
$530M
86% of AUM
Avg account
$465K
Accounts
1,324
Employees
8
Advisory reps
6

Firm details

Headquarters
HOUSTON, Texas
CRD number
138962
Registered since
January 27, 2006
Website
freedomdaysolutions.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Client types
  • HNWI87.34%
  • Individuals12.66%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Freedom Day Solutions, LLC is an independent registered investment adviser founded in 2006 and owned by an individual principal. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses alongside insurance brokerage services. Its billing mixes percentage-of-AUM fees with subscription and fixed-fee arrangements. The firm reports a preference for equities and primarily uses exchange-traded instruments in its managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 38%, Public Funds/Mutual Funds 26%, State & Local Bonds 21%, US Government Bonds 10%, Cash & Cash Equivalents 5%38%
  • Exchange Traded Equities38%
  • Public Funds/Mutual Funds26%
  • State & Local Bonds21%
  • US Government Bonds10%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3

  • MICHAEL CATALANO

    Chief Strategy OfficerCRD 2029351

  • RYAN KRUEGER

    Chief Executive OfficerCRD 2158394

  • KYI KYI WIN

    COOCRD 4047381

Contacts

3 of 3

  • BLAINE WOOD

    Investment Advisor RepresentativeCRD 6332750

  • WILLIAM KOPP

    Wealth ManagerCRD 2447288

  • COURTNEY RANSTROM

    PartnerCRD 5648835

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$200M in ETFs

Passive

39%

$77.2M

Active

61%

$123M

ETFProviderStyleCategoryValueShares% of portfolio
FREEDOM DAY DIVIDEND ETF (MBOX)ActiveLarge Value$114M3,136,30457.21%
Unlock additional holdings →

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
8401 Westview Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth