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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

FREEMAN CAPITAL MANAGEMENT, LLC

CRD 133131

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Search this name across graphsid dfx:ria:ea172fd0-8eed-98b1-68c4-3e1d5e56d177

Data as of Feb 18, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2012 to Feb 18, 2021
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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $3.2MItem 5.F on the latest filing (2021-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.2M
Private client RAUM: $3.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 17
Individual clients: 11
High net worth clients: 0
SEC number: 801-80889
CRD: 133131
Filings on the tape: 18
First filed: Mar 9, 2012
Latest filed: Feb 18, 2021
Organised: Limited Liability Company, Oregon

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
FREEMAN, DONALD, EDWARD	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	yes	10/2004	Mar 9, 2012	Feb 18, 2021

Offices

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

City	State	Country	Employees	Also broker-dealer
Portland	Or	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
2020	Feb 18, 2021	$3.2M	$3.2M	2	2	1	n/a	n/a
2019	Jan 8, 2020	$3.5M	$3.5M	2	2	1	n/a	n/a
2018	Mar 8, 2019	$6.4M	$6.4M	2	2	1	n/a	n/a
2017	Mar 21, 2018	$7.1M	$7.1M	2	2	1	n/a	n/a
2016	Mar 16, 2017	$9.7M	$9.7M	1	1	n/a	n/a	n/a
2015	Feb 5, 2016	$10.5M	$10.5M	1	1	n/a	n/a	n/a
2014	Feb 20, 2015	$10.6M	$10.6M	1	1	n/a	n/a	n/a
2013	Feb 20, 2014	$4.5M	$4.5M	1	1	n/a	n/a	n/a
2012	Feb 13, 2013	$7.5M	$7.5M	1	1	n/a	n/a	n/a
2011	Mar 9, 2012	$6.7M	$6.7M	n/a	n/a	n/a	n/a	n/a

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
2020	$3.2M	$3.5M	-8.6%	$7.1M	-23.3%	2	2	1	1

Relationships

Controls (1)

← FREEMAN, DONALD, EDWARDOwnerCHIEF COMPLIANCE OFFICER/MANAGING MEMBER, ownership code E, individual
Mar 9, 2012 to presentfactForm ADV

Registered with (1)

← cody douglas freemanAdvisorregistration: previous registration
Jul 22, 2017 to Apr 20, 2021factForm ADV

Dated events

Occurred
Jan 16, 2015
First Form ADV filing
Freeman Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea172fd0-8eed-98b1-68c4-3e1d5e56d177
First observed: Mar 9, 2012
Last observed: Feb 18, 2021 68 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.

FREEMAN CAPITAL MANAGEMENT, LLC

CRD 133131

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:ea172fd0-8eed-98b1-68c4-3e1d5e56d177

Data as of Feb 18, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:32 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FREEMAN, DONALD, EDWARD

CHIEF COMPLIANCE OFFICER/MANAGING MEMBER

yes

10/2004

Mar 9, 2012

Feb 18, 2021

City

State

Country

Employees

Also broker-dealer

Portland

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Feb 18, 2021

$3.2M

n/a

2019

Jan 8, 2020

$3.5M

n/a

2018

Mar 8, 2019

$6.4M

n/a

2017

Mar 21, 2018

$7.1M

n/a

2016

Mar 16, 2017

$9.7M

n/a

2015

Feb 5, 2016

$10.5M

n/a

2014

Feb 20, 2015

$10.6M

n/a

2013

Feb 20, 2014

$4.5M

n/a

2012

Feb 13, 2013

$7.5M

n/a

2011

Mar 9, 2012

$6.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$3.2M

$3.5M

-8.6%

$7.1M

-23.3%