DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Freedom Wealth Advisors, LLC

STATE REGISTEREDLee'S Summit, MissouriCRD 154270websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Mar 31, 2026 · 1 filings
RAUM
$104M
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
98%
$102M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
RAUM per advisor
$17.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
40derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.2MderivedHNW RAUM over HNW clients
Average account
$246,979derivedRAUM over accounts (5.F.2.f)
Discretionary
89%derivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
6.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$2.0M, 1 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$61.0M59%
  • Individuals$41.0M39%
  • Pooled investment vehicles$1.9M1.8%
  • Charitable organizations$325,0000.3%
Individual clients
210reported
HNW clients
28reported
Pension plan clients
0reported
Charitable clients
n/areported
Accounts
422reported
Financial planning clients
51-100reported
Wrap fee programs
noreported
Custody of client assets
$2.0M for 1 clientsreported
Compensation
% of AUM, hourlyreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
6 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Paul Allen McclainLee'S Summit, MoJul 20, 201036 y2
Kurt Allen JohnsonLee'S Summit, MoAug 29, 201636 y1
Steve WilliamsLee'S Summit, MoSep 9, 201918 y0
Martin Earl BrooksLee'S Summit, MoJan 16, 202024 y3
Joshua Allen JohnsonLees' Summit, MoDec 18, 202314 y0
Matthew M BickleyLees Summit, MoApr 19, 202410 y1
Advisor movement
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Lees Summit, Mo600
Lenexaa, Ks000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
2 dated events
  • Billie L Mcclain left Freedom Wealth Advisors, Llc for Freedom Value Partners, Llc (registered 2024-05-23)
    Aug 20, 2024 · Advisor changed firm · fact
  • Vicki Luanne Hohenstein left Freedom Wealth Advisors, Llc for Freedom Value Partners, Llc (registered 2024-05-23)
    Aug 20, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
FWADVISOR.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
816-820-7900reportedpublic record, Form ADV, Mar 31, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
STATE REGISTEREDderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 15, 2026