Freestate Advisors LLC

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Freestate Advisors LLC
CRD #145800
SEC #801-106933
CIK #0001660328
AUM $181.8 M (2026-01-05)
Employees 9 (100% Investors, 0% Brokers)
Phone913-890-2065
Address4400 College Blvd
Overland Park, KS 66211
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
190152114763802010201520212027
CIK Period
0001660328
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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 161 42.8
(b) Individuals (high net worth individuals) 83 137.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 1.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.4
(n) Other 0 0.0
Total 635 181.8
By Discretionary
Discretionary 354 101.2
Non-Discretionary 281 80.7
Total 635 181.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 181.8
Total 635 181.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001660328]
Comparable Firms State AUM ($B)
One Resource Group Wealth Management LLC
OH 0.2
Kingstone Capital Partners Texas LLC
TX 0.2
RIHO Partners LLC
0.2
Four Tree Island Advisory LLC
NH 0.2
Angeles Family Office LLC
CA 0.2
Martin Capital Advisors LLP
TX 0.2
DARK Horse Advisors LLC
0.2
Financial Partners LLC
NM 0.2
Cannon Advisors Inc
NC 0.2
Lakeshore Capital Group Inc
IL 0.2
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