Investment adviser · CRD 138962

FREEDOM DAY SOLUTIONS, LLC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Jun 1, 2026

Regulatory AUM
$615M
Form ADV · Item 5.F
Client accounts
1,324
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals170$537,394,99687.3%
Individuals251$77,903,37712.7%
Filing source

Form ADV 2104800 · Jun 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

K&C CURBSTONE PARTNERS, LPHedge Fund · Last reported Jan 23, 2017$5.5MGross asset value
Fund administrator ALPS PRICE MEADOWS BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES, LLP GREENWOOD VILLAGE, Colorado, United States
Custodian PERSHING, LLC NEW YORK, New York, United States Related to adviser: No
Prime broker MORGAN STANLEY SMITH BARNEY SAN DIEGO, California, United States
Prime broker M. S. HOWELLS & CO. SCOTTSDALE, Arizona, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MORGAN STANLEY SMITH BARNEY
SEC 8-95421

M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558

Fund details & source
Fund ID
805-6061830062
Reported beneficial owners
12
Minimum commitment
$250K

Form ADV 1066162 · Jan 23, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 1, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Subscription · Fixed

Principal office

8401 WESTVIEW DRIVE
HOUSTON, TX, 77055, United States

CRD 138962

Filing source

Form ADV 2104800 · Jun 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.