Freitag Financial Group

FREITAG FINANCIAL GROUP, LLC is an SEC-registered investment adviser in CHARLOTTE, NC. The firm manages approximately $55 million in regulatory assets.

Freitag Financial Group

FREITAG FINANCIAL GROUP, LLC is an SEC-registered investment adviser in CHARLOTTE, NC. The firm manages approximately $55 million in regulatory assets. It has 1 employee and 1 investment adviser.

Website

freitagfinancialgroup.com

General information

Firm type

Asset Manager

Who leads investment decisions at Freitag Financial Group?

The current leadership of Freitag Financial Group has not been publicly disclosed. No named principals, CIOs, or portfolio managers appear in public records or firm materials as of early 2026.

What investment services does Freitag Financial Group offer?

Freitag Financial Group describes itself as a financial services firm offering asset management and advisory services. Specific service lines such as wealth planning, retirement advising, or institutional consulting have not been detailed.

Does Freitag Financial Group manage capital for a single family or multiple clients?

It is unclear from public sources whether Freitag Financial Group operates as a single-family office, a multi-family office, or a broader registered investment advisor. The firm's client base and ownership structure have not been disclosed.

What is the AUM of Freitag Financial Group?

Freitag Financial Group has not publicly disclosed its assets under management. No regulatory filings or third-party reports provide an AUM figure.

Is Freitag Financial Group registered with the SEC?

No public SEC registration or ADV filing for Freitag Financial Group has been identified in available databases. The firm's regulatory status is unconfirmed.

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