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Freeman Capital Advisors
Freeman Capital Advisors is a bank / wealth / trust based in Charlotte, founded 2015, managing approximately $52M; the Altss profile covers its classification,...
Freeman Capital Advisors
Freeman Capital Advisors is a wealth management firm based in Charlotte, North Carolina. It focuses on serving clients in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Charlotte, NC, United States
Frequently asked questions
How does Freeman Capital Advisors charge for its services?
Freeman Capital Advisors charges fees based on a percentage of assets under management, as disclosed in its regulatory filings. The firm may also offer fixed or hourly fees for specific planning engagements. Fee schedules are detailed in the firm's Form ADV Part 2A, which is publicly available through the SEC's Investment Adviser Public Disclosure database.
Is Freeman Capital Advisors a single-family office or does it serve multiple clients?
Freeman Capital Advisors is a registered investment advisor that serves multiple individual and high-net-worth clients. Its regulatory filings do not describe a single-family office structure, and the firm operates with a standard RIA service model rather than a dedicated single-family mandate.
Does Freeman Capital Advisors provide direct private equity or venture capital investment access?
Public records and the firm's disclosed business activities do not indicate direct private equity or venture capital investment programs. The firm's stated portfolio strategies center on publicly traded securities, mutual funds, and exchange-traded funds, with no advertised private-market or alternative-asset capabilities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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