FREEDOM DAY SOLUTIONS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $615.3M |
| Discretionary | $530.5M86% of AUM |
| Non-Discretionary | $84.8M |
| Client Accounts | 1,324 |
| Avg Account Size | $465K |
| Employees | 8 |
| Peak AUM | $615.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $615M | +8.1% | +17.4% | +13.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $615.3M |
| Discretionary | $530.5M |
| Employees | 8 |
| Client Accounts | 1324 |
| Client Range | 51-100 |
Contact & Location
Address
8401 WESTVIEW DRIVE
HOUSTON TX 77055
Phone
713-784-3878
Filing History
55 ADV Part 1 submissions
Fee Structure
% of AUMSubscriptionFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$530M
86.2% of AUM
Non-Discretionary
$85M
13.8% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution