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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FINANCIAL FREEDOM

FINANCIAL FREEDOM, LLC, CRD 118772

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9e3617f0-c4dd-81bf-f575-ed00a1d238d5

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2012 to Mar 13, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $443MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $443MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $148Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 783
Individual clients: 18
High net worth clients: 96
SEC number: 801-63647
CRD: 118772
Filings on the tape: 18
First filed: Mar 28, 2012
Latest filed: Mar 13, 2026
Organised: Limited Liability Company, PA
Website: finfreeohio.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALLEN AGLE OSGOOD	Certified Financial Planner	MALVERN, PA	24	43	n/a	no
ALLEN AGLE OSGOOD	Certified Financial Planner	CINCINNATI, OH	23	33	n/a	no
ANDREW JOSEPH FEDERICO	Certified Financial Planner\|Chartered Financial Analyst	CINCINNATI, OH \| Rochester, NY	0	21	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
OSGOOD, ALLEN, AGLE	CHAIRMAN AND FOUNDER	Na	yes	01/2000	Mar 28, 2012	Dec 3, 2024
OSGOOD, ALLEN, AGLE	PRESIDENT & CHIEF COMPLIANCE OFFICER	E	yes	10/2004	Mar 28, 2012	Dec 3, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sarasota	FL	United States	2	no
Beavercreek	Oh	United States	2	no
Malvern	Pa	United States	2	no
York	Me	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$443M	$0	4	3	4	n/a	n/a
2024	Mar 21, 2025	$407M	$0	3	2	4	n/a	n/a
2023	Mar 11, 2024	$392M	$0	3	2	4	n/a	n/a
2022	Mar 27, 2023	$309M	$0	3	2	4	n/a	n/a
2021	Mar 5, 2022	$347M	$0	3	2	4	n/a	n/a
2020	Mar 23, 2021	$323M	$0	3	2	4	n/a	n/a
2019	Mar 18, 2020	$249M	$0	3	2	4	n/a	n/a
2018	Mar 22, 2019	$253M	$0	3	2	4	n/a	n/a
2017	Jan 29, 2018	$248M	$248M	3	2	4	n/a	n/a
2016	Mar 3, 2017	$246M	$0	3	2	n/a	n/a	n/a
2015	Mar 12, 2016	$209M	$0	3	2	n/a	n/a	n/a
2014	Mar 18, 2015	$209M	$0	3	2	n/a	n/a	n/a
2013	Mar 31, 2014	$195M	$0	3	2	n/a	n/a	n/a
2012	Mar 28, 2013	$177M	$0	3	2	n/a	n/a	n/a
2011	Mar 28, 2012	$138M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$443M	$407M	8.9%	$309M	12.8%	4	3	4	4

Relationships

Registered with (3)

← ANDREW JOSEPH FEDERICOAdvisorregistration: current employment
Mar 13, 2026 to presentfactForm ADV
← ALLEN AGLE OSGOODAdvisorregistration: current employment
Mar 24, 2003 to presentfactForm ADV
← ALLEN AGLE OSGOODAdvisorregistration: current employment
Feb 19, 2002 to presentfactForm ADV

Controls (1)

← OSGOOD, ALLEN, AGLEOwnerCHAIRMAN AND FOUNDER, ownership code NA, individual
Mar 28, 2012 to Dec 3, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e3617f0-c4dd-81bf-f575-ed00a1d238d5
First observed: Mar 28, 2012
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FINANCIAL FREEDOM

FINANCIAL FREEDOM, LLC, CRD 118772

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9e3617f0-c4dd-81bf-f575-ed00a1d238d5

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALLEN AGLE OSGOOD

Certified Financial Planner

MALVERN, PA

n/a

ALLEN AGLE OSGOOD

Certified Financial Planner

CINCINNATI, OH

n/a

ANDREW JOSEPH FEDERICO

Certified Financial Planner|Chartered Financial Analyst

CINCINNATI, OH | Rochester, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

OSGOOD, ALLEN, AGLE

CHAIRMAN AND FOUNDER

yes

01/2000

Mar 28, 2012

Dec 3, 2024

OSGOOD, ALLEN, AGLE

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

10/2004

Mar 28, 2012

Dec 3, 2024

City

State

Country

Employees

Also broker-dealer

Sarasota

United States

Beavercreek

United States

Malvern

United States

York

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$443M

n/a

2024

Mar 21, 2025

$407M

n/a

2023

Mar 11, 2024

$392M

n/a

2022

Mar 27, 2023

$309M

n/a

2021

Mar 5, 2022

$347M

n/a

2020

Mar 23, 2021

$323M

n/a

2019

Mar 18, 2020

$249M

n/a

2018

Mar 22, 2019

$253M

n/a

2017

Jan 29, 2018

$248M

n/a

2016

Mar 3, 2017

$246M

n/a

2015

Mar 12, 2016

$209M

n/a

2014

Mar 18, 2015

$209M

n/a

2013

Mar 31, 2014

$195M

n/a

2012

Mar 28, 2013

$177M

n/a

2011

Mar 28, 2012

$138M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$443M

$407M

8.9%

$309M

12.8%