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FREEDOM 3 CAPITAL LLC

NEW YORK, NY · CRD 170786 · IAPD ↗ · freedom3.com · (212) 235-2160

$1.05BRegulatory AUM
13Advisory reps
19Employees
0Clients
0Planning clients
18Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — FREEDOM 3 CAPITAL LLC crossed $1B in regulatory AUM ($930.2M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.