|
⚲
|
| Keyboard |
| Freestate Advisors LLC
✚
|
|
|---|---|
| CRD # | 145800 |
| SEC # | 801-106933 |
| CIK # | 0001660328 |
| AUM | 181.8 M (2026-01-05) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 913-890-2065 |
| Address | 4400 College Blvd Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.3 | ||
| 3M Co | 0.7 | ||
| International Business Machines Corp | 0.6 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Verizon Communications Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 42.8 |
| (b) Individuals (high net worth individuals) | 83 | 137.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 635 | 181.8 |
| By Discretionary | ||
| Discretionary | 354 | 101.2 |
| Non-Discretionary | 281 | 80.7 |
| Total | 635 | 181.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.8 | |
| Total | 635 | 181.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001660328] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 30 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
One Resource Group Wealth Management LLC
✚
|
OH | 182.4 M |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 182.3 M |
|
RIHO Partners LLC
✚
|
182.2 M | |
|
Four Tree Island Advisory LLC
✚
|
NH | 182.2 M |
|
Angeles Family Office LLC
✚
|
CA | 182.0 M |
|
Martin Capital Advisors LLP
✚
|
TX | 181.9 M |
|
Dark Horse Advisors LLC
✚
|
181.7 M | |
|
Financial Partners LLC
✚
|
NM | 181.7 M |
|
Cannon Advisors Inc
✚
|
NC | 181.6 M |
|
Lakeshore Capital Group Inc
✚
|
IL | 181.5 M |