Bank / Wealth / TrustRIA · CRD 145800SEC-Registered

Updated:

Freestate Advisors

At Freestate, we know each client has unique objectives. We appreciate your needs and constraints, and we use them to guide individual financial solutions and...

Freestate Advisors logo

Freestate Advisors

At Freestate, we know each client has unique objectives. We appreciate your needs and constraints, and we use them to guide individual financial solutions and investment strategies. We take our fiduciary responsibility seriously, and we leverage our finance and business experience to provide the best service we can for each person.

General information

Firm type

Bank / Wealth / Trust

Year founded

2015

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Overland Park

Corporate office

Overland Park, KS, United States

Frequently asked questions

What is Freestate Advisors' investment approach?

Freestate Advisors constructs multi-asset portfolios for private clients, spanning public equities, fixed income, and alternative investments. The firm sources alternative exposure primarily through fund commitments and private placement access rather than originating direct deals. Its investment posture reflects a fiduciary, allocator mindset rather than that of a proprietary deal sponsor.

Who is the firm's typical client?

The firm serves high-net-worth individuals and families in the Kansas City metropolitan area, many of whom generated wealth through regional operating businesses. Freestate Advisors' client base is concentrated in Overland Park and Johnson County, Kansas. These families typically require capital preservation strategies, tax-aware planning, and multi-generational wealth transfer guidance.

Does Freestate Advisors operate as a single-family office?

No. The firm is structured as a registered investment advisor serving multiple unrelated client families rather than managing the capital of a single wealth-creating family. This architecture places it in the private wealth management category, though its service model may share characteristics with a multi-family office in terms of coordination and consolidated access.

How does the firm source its alternative investments?

Freestate Advisors likely accesses private markets through manager selection and fund commitments rather than proprietary direct investing. The firm does not publicly disclose a dedicated in-house deal origination team. Its private-market posture depends on relationships with external general partners and curated placement access.

Is Freestate Advisors' AUM publicly reported?

As of mid-2026, Freestate Advisors has not publicly disclosed its assets under management. The firm maintains a low public profile consistent with a private-client wealth management practice, and no regulatory filing with a publicly available AUM figure has been identified.

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