# Donald H. Freimark CFA

Donald H. Freimark CFA is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 298172
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298172

## About

DONALD H. FREIMARK CFA, LLC is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## People

- Donald H. Freimark — Principal

## Questions

### What is the significance of the CFA designation in the firm's name?

Including 'CFA' in the legal entity name signals that the principal has earned the Chartered Financial Analyst designation and commits to the CFA Institute's Code of Ethics and Standards of Professional Conduct. This binds the advisor to a fiduciary framework emphasizing fundamental analysis, transparency, and the placement of client interests before the firm's own.

### Is Donald H. Freimark CFA, LLC registered as an investment adviser?

As a limited liability company offering investment advisory services, the firm is required to register with either the SEC or state securities regulators depending on its assets under management. The exact registration status and Form ADV details constitute public record but are not separately published through the firm's own channels.

### How is the firm's investment performance disclosed or audited?

The firm does not publish performance data publicly. As a registered investment adviser, it must retain books and records subject to regulatory examination, but individual track records are ordinarily disclosed privately to existing clients and prospects rather than via public marketing.

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Last updated: 2026-06-03T20:00:00.000Z

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