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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FREEDOM ADVISORY

FREEDOM ADVISORY, LLC, CRD 147546

GUAYNABO, PR

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:f8639640-84d9-f4a2-a58e-e71569d4fff7

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 0
Observed: Mar 20, 2017 to Feb 9, 2026
25 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=0.89 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $881MItem 5.F on the latest filing (2026-02-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $881M
Private client RAUM: $786MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $147Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 938
Individual clients: 257
High net worth clients: 166
Custody, client assets: $471M
SEC number: 801-110235
CRD: 147546
Filings on the tape: 25
First filed: Mar 20, 2017
Latest filed: Feb 9, 2026
Organised: Limited Liability Company, FL

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
EDUARDO JOSE RAMOS	n/a	Ft. Lauderdale, FL \| GUAYNABO, PR	18	18	n/a	no
GIANCARLO DIAZ-MUNIO MENDEZ	Certified Financial Planner	GUAYNABO, PR	12	13	n/a	no
ROBERTO LUIS RIVERA VAZQUEZ	Certified Financial Planner	GUAYNABO, PR	9	27	1	no
KARLAMARY ALEMAN APONTE	Personal Financial Specialist	GUAYNABO, PR	9	17	1	no
EDUARDO ANDRES RAMOS PEREZ	n/a	GUAYNABO, PR	1	11	1	no
Ricardo Jose Ramos Perez	n/a	GUAYNABO, PR	1	11	n/a	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
BRION LLC	DIRECT OWNER	E	yes	01/2024	Feb 7, 2024	Feb 7, 2024
GUEVARA, ADRIANA, PATRICIA COFFEY	CHIEF COMPLIANCE OFFICER	Na	yes	02/2024	Feb 7, 2024	Feb 7, 2024
RAMOS, EDUARDO, JOSE	MANAGING MEMBER	E	yes	11/2021	Mar 20, 2017	Feb 7, 2024
RAMOS, EDUARDO, JOSE	MANAGING MEMBER AND MANAGING DIRECTOR	Na	yes	01/2019	Mar 20, 2017	Feb 7, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
FORT LAUDERDALE	FL	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	Feb 9, 2026	$881M	$881M	11	6	1	n/a	n/a
2024	Feb 26, 2025	$698M	$698M	11	5	1	n/a	n/a
2023	Feb 7, 2024	$554M	$549M	8	4	1	n/a	n/a
2022	Feb 6, 2023	$472M	$471M	8	4	1	n/a	n/a
2021	Feb 24, 2022	$463M	$463M	8	4	1	n/a	n/a
2020	Feb 8, 2021	$339M	$339M	8	4	1	n/a	n/a
2019	Feb 10, 2020	$286M	$286M	8	4	1	n/a	n/a
2018	Jan 23, 2019	$209M	$209M	8	4	1	n/a	n/a
2017	Feb 22, 2018	$176M	$171M	7	4	1	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
0	0	0	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	$881M	$698M	26.2%	$472M	23.1%	11	11	1	1

Relationships

Registered with (7)

← Ricardo Jose Ramos PerezAdvisorregistration: current employment
Jul 10, 2025 to presentfactForm ADV
← EDUARDO ANDRES RAMOS PEREZAdvisorregistration: current employment
Nov 21, 2024 to presentfactForm ADV
← KARLAMARY ALEMAN APONTEAdvisorregistration: current employment
Jun 26, 2017 to presentfactForm ADV
← ROBERTO LUIS RIVERA VAZQUEZAdvisorregistration: current employment
Apr 19, 2017 to presentfactForm ADV
← GIANCARLO DIAZ-MUNIO MENDEZAdvisorregistration: current employment
Mar 7, 2014 to presentfactForm ADV
← EDUARDO JOSE RAMOSAdvisorregistration: current employment
Aug 20, 2008 to presentfactForm ADV
← JEFFREY RODRIGUEZ-APONTEAdvisorregistration: previous registration
Aug 23, 2010 to Apr 13, 2012factForm ADV

Controls (3)

← RAMOS, EDUARDO, JOSEOwnerMANAGING MEMBER, ownership code E, individual
Mar 20, 2017 to Feb 7, 2024factForm ADV
← GUEVARA, ADRIANA, PATRICIA COFFEYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 7, 2024 to Feb 7, 2024factForm ADV
← BRION LLCOwnerDIRECT OWNER, ownership code E, domestic entity
Feb 7, 2024 to Feb 7, 2024factForm ADV

Dated events

Occurred
Feb 9, 2026
Regulatory AUM changed
Freedom Advisory reported RAUM $880.6M, up 26% from $697.8M (2025-07-08 to 2026-02-09)
Form ADVobserved 5 days ago
$183M
Occurred
Feb 26, 2025
Regulatory AUM changed
Freedom Advisory reported RAUM $697.8M, up 26% from $554.3M (2024-02-07 to 2025-02-26)
Form ADVobserved 5 days ago
$143M
Occurred
Feb 7, 2024
Control person joined
Patricia Coffey Adriana Guevara (Chief Compliance Officer) appeared on Schedule A of Freedom Advisory
Form ADVobserved 5 days ago
Occurred
Jan 23, 2019
Succession filed (Item 4)
Freedom Advisory reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 20, 2017
First Form ADV filing
Freedom Advisory filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8639640-84d9-f4a2-a58e-e71569d4fff7
First observed: Mar 20, 2017
Last observed: Feb 9, 2026 7 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.

FREEDOM ADVISORY

FREEDOM ADVISORY, LLC, CRD 147546

GUAYNABO, PR

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:f8639640-84d9-f4a2-a58e-e71569d4fff7

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDUARDO JOSE RAMOS

n/a

Ft. Lauderdale, FL | GUAYNABO, PR

n/a

GIANCARLO DIAZ-MUNIO MENDEZ

Certified Financial Planner

GUAYNABO, PR

n/a

ROBERTO LUIS RIVERA VAZQUEZ

Certified Financial Planner

GUAYNABO, PR

KARLAMARY ALEMAN APONTE

Personal Financial Specialist

GUAYNABO, PR

EDUARDO ANDRES RAMOS PEREZ

n/a

GUAYNABO, PR

Ricardo Jose Ramos Perez

n/a

GUAYNABO, PR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRION LLC

DIRECT OWNER

yes

01/2024

Feb 7, 2024

GUEVARA, ADRIANA, PATRICIA COFFEY

CHIEF COMPLIANCE OFFICER

yes

02/2024

Feb 7, 2024

RAMOS, EDUARDO, JOSE

MANAGING MEMBER

yes

11/2021

Mar 20, 2017

Feb 7, 2024

RAMOS, EDUARDO, JOSE

MANAGING MEMBER AND MANAGING DIRECTOR

yes

01/2019

Mar 20, 2017

Feb 7, 2024

City

State

Country

Employees

Also broker-dealer

FORT LAUDERDALE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 9, 2026

$881M

n/a

2024

Feb 26, 2025

$698M

n/a

2023

Feb 7, 2024

$554M

$549M

n/a

2022

Feb 6, 2023

$472M

$471M

n/a

2021

Feb 24, 2022

$463M

n/a

2020

Feb 8, 2021

$339M

n/a

2019

Feb 10, 2020

$286M

n/a

2018

Jan 23, 2019

$209M

n/a

2017

Feb 22, 2018

$176M

$171M

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

$881M

$698M

26.2%

$472M

23.1%