FREESTONE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2008

Total AUM

$14.5B

Discretionary

$10B

69% of AUM

Avg account

$3.2M

Accounts

4,494

Employees

120

Advisory reps

Firm details

Headquarters: SEATTLE, Washington
CRD number: 145711
Registered since: April 25, 2008
Website: www.freestonecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI57.78%
Individuals20.27%
Pooled Investment Vehicles17.7%
Corporations / Businesses3.25%
Charitable Organizations0.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Freestone Capital Management, LLC is an independent registered investment advisor formed in 2008 that positions itself as a capital allocator for both private and institutional clients. The firm serves individual and family clients alongside institutional accounts and combines traditional wealth management with pooled-vehicle management and advisor selection. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and educational seminars. Freestone also operates in roles beyond a typical RIA — it lists CPO/CTA activity and insurance brokerage among its business lines — and identifies itself as an active ESG investor. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees. Freestone has been recognized in industry outlets, including FA Magazine (2020), Citywire (2022) and Forbes (2022, 2023, 2024).