FREEDOM DAY SOLUTIONS, LLC
CRD #138962 SEC #801-66190 HOUSTON, TX 713-784-3878
SEC Registered
Total AUM
$569M
Discretionary
$489.5M
Employees
6
Clients
101
Accounts
1,265
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $569M | $489.5M | $79.6M | 6 | 0 |
| Jul 2024 | $422.9M | $364.2M | $58.7M | 9 | 0 |
| May 2024 | $422.9M | $364.2M | $58.7M | 9 | 0 |
| Mar 2024 | $422.9M | $364.2M | $58.7M | 9 | 0 |
| Oct 2023 | $365.5M | $323.6M | $41.9M | 8 | 0 |
| Mar 2023 | $365.5M | $323.6M | $41.9M | 8 | 0 |
| Dec 2022 | $366.5M | $345.1M | $21.4M | 8 | 0 |
| Nov 2022 | $366.5M | $345.1M | $21.4M | 8 | 0 |
| Mar 2022 | $366.5M | $345.1M | $21.4M | 8 | 0 |
| May 2021 | $323M | $297.2M | $25.8M | 8 | 0 |
| Apr 2021 | $323M | $297.2M | $25.8M | 8 | 0 |
| Mar 2021 | $323M | $297.2M | $25.8M | 8 | 0 |
| Mar 2021 | $323M | $297.2M | $25.8M | 8 | 0 |
| Dec 2020 | $288.6M | $266.1M | $22.5M | 6 | 0 |
| Jul 2020 | $288.6M | $266.1M | $22.5M | 6 | 0 |
| Jun 2020 | $288.6M | $266.1M | $22.5M | 6 | 0 |
| Jun 2020 | $288.6M | $266.1M | $22.5M | 6 | 0 |
| Apr 2020 | $288.6M | $266.1M | $22.5M | 6 | 0 |
| Mar 2020 | $288.6M | $266.1M | $22.5M | 6 | 0 |
| Mar 2019 | $235.3M | $217.6M | $17.7M | 6 | 0 |
| Mar 2018 | $231.8M | $218.5M | $13.4M | 6 | 0 |
| Jun 2017 | $206M | $196.7M | $9.3M | 6 | 300 |
| Feb 2017 | $206M | $196.7M | $9.3M | 6 | 300 |
| Jan 2017 | $192.8M | $181.8M | $11M | 7 | 300 |
| Mar 2016 | $192.8M | $181.8M | $11M | 7 | 300 |
| Nov 2015 | $218.7M | $211M | $7.7M | 6 | 300 |
| Oct 2015 | $218.7M | $211M | $7.7M | 6 | 300 |
| Jun 2015 | $218.7M | $211M | $7.7M | 6 | 300 |
| Mar 2015 | $218.7M | $211M | $7.7M | 6 | 300 |
| Mar 2014 | $154M | $88M | $66M | 7 | 250 |
| Feb 2014 | $154M | $88M | $66M | 7 | 250 |
| Sep 2013 | $157M | $149M | $8M | 4 | 250 |
| May 2013 | $157M | $149M | $8M | 4 | 250 |
| Feb 2013 | $157M | $149M | $8M | 4 | 250 |
| Dec 2012 | $157M | $157M | $0 | 4 | 350 |
| Nov 2012 | $150M | $100M | $50M | 4 | 350 |
| Mar 2012 | $150M | $100M | $50M | 1 | 350 |
| Dec 2011 | $148.9M | $84.6M | $64.2M | 1 | 101 |
| Dec 2011 | $148.9M | $84.6M | $64.2M | 1 | 101 |
| Jun 2011 | $148.9M | $84.6M | $64.2M | 5 | -- |
| Mar 2011 | $148.9M | $84.6M | $64.2M | 5 | -- |
| Mar 2009 | $100M | $45M | $55M | 5 | -- |
| Mar 2009 | $100M | $45M | $55M | 5 | -- |
| Mar 2007 | $107.3M | $57.3M | $50M | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$569M
Discretionary$489.5M
Non-Disc.$79.6M
Employees6
Clients0
DateJul 2024
Total AUM$422.9M
Discretionary$364.2M
Non-Disc.$58.7M
Employees9
Clients0
DateMay 2024
Total AUM$422.9M
Discretionary$364.2M
Non-Disc.$58.7M
Employees9
Clients0
DateMar 2024
Total AUM$422.9M
Discretionary$364.2M
Non-Disc.$58.7M
Employees9
Clients0
DateOct 2023
Total AUM$365.5M
Discretionary$323.6M
Non-Disc.$41.9M
Employees8
Clients0
DateMar 2023
Total AUM$365.5M
Discretionary$323.6M
Non-Disc.$41.9M
Employees8
Clients0
DateDec 2022
Total AUM$366.5M
Discretionary$345.1M
Non-Disc.$21.4M
Employees8
Clients0
DateNov 2022
Total AUM$366.5M
Discretionary$345.1M
Non-Disc.$21.4M
Employees8
Clients0
DateMar 2022
Total AUM$366.5M
Discretionary$345.1M
Non-Disc.$21.4M
Employees8
Clients0
DateMay 2021
Total AUM$323M
Discretionary$297.2M
Non-Disc.$25.8M
Employees8
Clients0
DateApr 2021
Total AUM$323M
Discretionary$297.2M
Non-Disc.$25.8M
Employees8
Clients0
DateMar 2021
Total AUM$323M
Discretionary$297.2M
Non-Disc.$25.8M
Employees8
Clients0
DateMar 2021
Total AUM$323M
Discretionary$297.2M
Non-Disc.$25.8M
Employees8
Clients0
DateDec 2020
Total AUM$288.6M
Discretionary$266.1M
Non-Disc.$22.5M
Employees6
Clients0
DateJul 2020
Total AUM$288.6M
Discretionary$266.1M
Non-Disc.$22.5M
Employees6
Clients0
DateJun 2020
Total AUM$288.6M
Discretionary$266.1M
Non-Disc.$22.5M
Employees6
Clients0
DateJun 2020
Total AUM$288.6M
Discretionary$266.1M
Non-Disc.$22.5M
Employees6
Clients0
DateApr 2020
Total AUM$288.6M
Discretionary$266.1M
Non-Disc.$22.5M
Employees6
Clients0
DateMar 2020
Total AUM$288.6M
Discretionary$266.1M
Non-Disc.$22.5M
Employees6
Clients0
DateMar 2019
Total AUM$235.3M
Discretionary$217.6M
Non-Disc.$17.7M
Employees6
Clients0
DateMar 2018
Total AUM$231.8M
Discretionary$218.5M
Non-Disc.$13.4M
Employees6
Clients0
DateJun 2017
Total AUM$206M
Discretionary$196.7M
Non-Disc.$9.3M
Employees6
Clients300
DateFeb 2017
Total AUM$206M
Discretionary$196.7M
Non-Disc.$9.3M
Employees6
Clients300
DateJan 2017
Total AUM$192.8M
Discretionary$181.8M
Non-Disc.$11M
Employees7
Clients300
DateMar 2016
Total AUM$192.8M
Discretionary$181.8M
Non-Disc.$11M
Employees7
Clients300
DateNov 2015
Total AUM$218.7M
Discretionary$211M
Non-Disc.$7.7M
Employees6
Clients300
DateOct 2015
Total AUM$218.7M
Discretionary$211M
Non-Disc.$7.7M
Employees6
Clients300
DateJun 2015
Total AUM$218.7M
Discretionary$211M
Non-Disc.$7.7M
Employees6
Clients300
DateMar 2015
Total AUM$218.7M
Discretionary$211M
Non-Disc.$7.7M
Employees6
Clients300
DateMar 2014
Total AUM$154M
Discretionary$88M
Non-Disc.$66M
Employees7
Clients250
DateFeb 2014
Total AUM$154M
Discretionary$88M
Non-Disc.$66M
Employees7
Clients250
DateSep 2013
Total AUM$157M
Discretionary$149M
Non-Disc.$8M
Employees4
Clients250
DateMay 2013
Total AUM$157M
Discretionary$149M
Non-Disc.$8M
Employees4
Clients250
DateFeb 2013
Total AUM$157M
Discretionary$149M
Non-Disc.$8M
Employees4
Clients250
DateDec 2012
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees4
Clients350
DateNov 2012
Total AUM$150M
Discretionary$100M
Non-Disc.$50M
Employees4
Clients350
DateMar 2012
Total AUM$150M
Discretionary$100M
Non-Disc.$50M
Employees1
Clients350
DateDec 2011
Total AUM$148.9M
Discretionary$84.6M
Non-Disc.$64.2M
Employees1
Clients101
DateDec 2011
Total AUM$148.9M
Discretionary$84.6M
Non-Disc.$64.2M
Employees1
Clients101
DateJun 2011
Total AUM$148.9M
Discretionary$84.6M
Non-Disc.$64.2M
Employees5
Clients--
DateMar 2011
Total AUM$148.9M
Discretionary$84.6M
Non-Disc.$64.2M
Employees5
Clients--
DateMar 2009
Total AUM$100M
Discretionary$45M
Non-Disc.$55M
Employees5
Clients--
DateMar 2009
Total AUM$100M
Discretionary$45M
Non-Disc.$55M
Employees5
Clients--
DateMar 2007
Total AUM$107.3M
Discretionary$57.3M
Non-Disc.$50M
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--