DBA: FINANCIAL FREEDOM
| Total AUM | $443.2M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $443.2M |
| Client Accounts | 783 |
| Avg Account Size | $566K |
| Employees | 4 |
| Peak AUM | $443.2MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $443M | +8.9% | +12.8% | +6.5% | |
| Non-Disc. AUM | $443M | ||||
| Total AUM | $443.2M |
| Discretionary | $0 |
| Employees | 4 |
| Client Accounts | 783 |
| Client Range | 101-250 |
Address
8044 MONTGOMERY ROAD
CINCINNATI OH 45236
Phone
513-697-6400
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$443M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +13.5% /yrover 21 yrs · 27 filings |
Total AUM
$443M
| +8.9% |
| +12.8% |
| +6.5% |
| Total Accounts | 783 | 1.3% | +1.8% | +2.0% |
| Avg Account Size | $566,031.928 | +10.3% | +10.7% | +4.5% |
| Employees | 4 | +33.3% | +10.1% | +5.9% |
| AUM / Employee | $111M | 18.4% | +2.4% | +0.6% |
Client AUM Segments | |||||
| Wealth AUM | $443M | +8.9% | +12.8% | +6.5% | |
Client Count Segments | |||||
| HNW Clients | 18 | 14.3% | 13.7% | +2.4% | |
| Individuals | 96 | +3.2% | +5.4% | +3.0% | |